Navexa API
  1. Reports
Navexa API
  • Start your Navexa journey
  • Authentication
  • Reports
    • Get ATO myTax report
      GET
    • Get ATO myTax report PDF
      GET
    • Get Capital Gains Tax report
      GET
    • Get Taxable Income report
      GET
    • Get Unrealised Capital Gains Tax report
      GET
  • Benchmark
    • Get the benchmark return for a portfolio
      GET
  • CashAccount
    • Get Cash Account
      GET
    • Delete a Cash Account
      DELETE
    • Get all Cash Accounts
      GET
    • Create a Cash Account
      POST
    • Update a Cash Account
      PUT
    • Get Cash Account Transactions
      GET
  • CashAccountTransactions
    • Get a Cash Account Transaction
      GET
    • Delete a Cash Account Transaction
      DELETE
    • Create a Cash Account Transaction
      POST
    • Update a Cash Account Transaction
      PUT
  • Clients
    • Get all Clients
      GET
    • Create a client
      POST
    • Gets Client
      GET
    • Update a client
      PUT
    • Delete client
      DELETE
    • Get client Portfolios
      GET
    • Assign portfolios to client
      PUT
  • Holdings
    • Get a holding
    • Update a holding
    • Delete a holding
    • Get a holding's trades
    • Get holding income records
    • Update a holding's symbol and exchange
  • PortfolioPerformance
    • Get portfolio performance
  • Portfolios
    • Get all portfolios
    • Create a portfolio
    • Get a portfolio
    • Update a portfolio
    • Delete a portfolio
    • Get all portfolio holdings
  • ProRataDistributions
    • Update ETF Distributions ProRata
  • StocksIncome
    • Get an income record
    • Update Income record
    • Confirm Income record
  • TaxSettings
    • Get all portfolio tax settings
    • Get portfolio tax setting
    • Update portfolio tax settings
  • Trades
    • Get a trade
    • Delete a trade
    • Add a trade
  • CustomInvestmentPrice
    • Get a Price
    • Delete a Price
    • Add a Price
    • Update a Price
  1. Reports

Get Taxable Income report

GET
/v1/reports/{portfolioId}/taxable-income
Get the taxable income report for a specific portfolio and financial year.

Request

Authorization
API Key
Add parameter in header
Authorization
Example:
Authorization: ********************
or
Path Params

Query Params

Request Code Samples

Shell
JavaScript
Java
Swift
Go
PHP
Python
HTTP
C
C#
Objective-C
Ruby
OCaml
Dart
R
Request Request Example
Shell
JavaScript
Java
Swift
curl --location --request GET '/v1/reports//taxable-income?fromDate&toDate' \
--header 'Authorization: <api-key>'

Responses

🟢200OK
application/json
Success
Body

Example
{
    "portfolioId": 0,
    "nonTrustTaxableIncomeSummary": {
        "totalUnfrankedAmount": 0,
        "totalFrankedAmount": 0,
        "totalFrankingCreditsAmount": 0,
        "tfnAmountWithheld": 0
    },
    "trustTaxableIncomeSummary": {
        "totalUnfrankedAmount": 0,
        "totalFrankedAmount": 0,
        "totalFrankingCreditsAmount": 0,
        "tfnAmountWithheld": 0
    },
    "foreignIncomeSummary": {
        "assessableForeignIncome": 0,
        "otherForeignIncome": 0,
        "auFrankingCredits": 0,
        "foreignIncomeTaxOffset": 0
    },
    "interestIncomeSummary": {
        "grossInterest": 0,
        "tfnAmountsWithheld": 0
    },
    "cryptoIncomeSummary": {
        "cryptoIncomeAmount": 0
    },
    "deductionsSummary": {
        "dividendDeductions": 0
    },
    "nonTrustDividends": [
        {
            "id": 0,
            "paidDate": "2019-08-24T14:15:22Z",
            "exDividendDate": "2019-08-24T14:15:22Z",
            "franked": 0,
            "frankingCredits": 0,
            "unfranked": 0,
            "total": 0,
            "netAmount": 0,
            "grossAmount": 0,
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "companyName": "string",
            "autoAdded": true,
            "isReinvested": true,
            "noOfReinvestedShares": 0,
            "priceOfReinvestedShares": 0,
            "reinvestedTradeId": 0,
            "isTrustIncome": true,
            "isForeignIncome": true,
            "exchangeRate": 0,
            "foreignTaxWithheld": 0,
            "excludeFromTax": true,
            "notes": "string",
            "attachmentFileName": "string",
            "isConfirmed": true,
            "dividendCurrency": "string",
            "needsFinalising": true,
            "baseCurrencyCode": "string",
            "interestIncome": 0,
            "taxDeferredAmount": 0,
            "foreignSourceIncome": 0,
            "discountedCapitalGains": 0,
            "nonDiscountedCapitalGains": 0,
            "cgtConcession": 0,
            "nonAssessable": 0,
            "amitCostBaseIncrease": 0,
            "amitCostBaseDecrease": 0,
            "tfnWithholdingTax": 0,
            "otherNetFsi": 0,
            "licCapitalGain": 0,
            "drpSettings": "string",
            "drpBalanceCarriedForward": 0,
            "drpBalanceBroughtForward": 0,
            "isDRPPriceEstimated": true,
            "cashTransactionId": 0
        }
    ],
    "trustDividends": [
        {
            "id": 0,
            "paidDate": "2019-08-24T14:15:22Z",
            "exDividendDate": "2019-08-24T14:15:22Z",
            "franked": 0,
            "frankingCredits": 0,
            "unfranked": 0,
            "total": 0,
            "netAmount": 0,
            "grossAmount": 0,
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "companyName": "string",
            "autoAdded": true,
            "isReinvested": true,
            "noOfReinvestedShares": 0,
            "priceOfReinvestedShares": 0,
            "reinvestedTradeId": 0,
            "isTrustIncome": true,
            "isForeignIncome": true,
            "exchangeRate": 0,
            "foreignTaxWithheld": 0,
            "excludeFromTax": true,
            "notes": "string",
            "attachmentFileName": "string",
            "isConfirmed": true,
            "dividendCurrency": "string",
            "needsFinalising": true,
            "baseCurrencyCode": "string",
            "interestIncome": 0,
            "taxDeferredAmount": 0,
            "foreignSourceIncome": 0,
            "discountedCapitalGains": 0,
            "nonDiscountedCapitalGains": 0,
            "cgtConcession": 0,
            "nonAssessable": 0,
            "amitCostBaseIncrease": 0,
            "amitCostBaseDecrease": 0,
            "tfnWithholdingTax": 0,
            "otherNetFsi": 0,
            "licCapitalGain": 0,
            "drpSettings": "string",
            "drpBalanceCarriedForward": 0,
            "drpBalanceBroughtForward": 0,
            "isDRPPriceEstimated": true,
            "cashTransactionId": 0
        }
    ],
    "foreignIncomeDividends": [
        {
            "id": 0,
            "paidDate": "2019-08-24T14:15:22Z",
            "exDividendDate": "2019-08-24T14:15:22Z",
            "franked": 0,
            "frankingCredits": 0,
            "unfranked": 0,
            "total": 0,
            "netAmount": 0,
            "grossAmount": 0,
            "holdingId": 0,
            "symbol": "string",
            "exchange": "string",
            "companyName": "string",
            "autoAdded": true,
            "isReinvested": true,
            "noOfReinvestedShares": 0,
            "priceOfReinvestedShares": 0,
            "reinvestedTradeId": 0,
            "isTrustIncome": true,
            "isForeignIncome": true,
            "exchangeRate": 0,
            "foreignTaxWithheld": 0,
            "excludeFromTax": true,
            "notes": "string",
            "attachmentFileName": "string",
            "isConfirmed": true,
            "dividendCurrency": "string",
            "needsFinalising": true,
            "baseCurrencyCode": "string",
            "interestIncome": 0,
            "taxDeferredAmount": 0,
            "foreignSourceIncome": 0,
            "discountedCapitalGains": 0,
            "nonDiscountedCapitalGains": 0,
            "cgtConcession": 0,
            "nonAssessable": 0,
            "amitCostBaseIncrease": 0,
            "amitCostBaseDecrease": 0,
            "tfnWithholdingTax": 0,
            "otherNetFsi": 0,
            "licCapitalGain": 0,
            "drpSettings": "string",
            "drpBalanceCarriedForward": 0,
            "drpBalanceBroughtForward": 0,
            "isDRPPriceEstimated": true,
            "cashTransactionId": 0
        }
    ],
    "cryptoIncome": [
        {
            "id": "497f6eca-6276-4993-bfeb-53cbbbba6f08",
            "receivedDate": "2019-08-24T14:15:22Z",
            "quantity": 0,
            "value": 0,
            "holdingId": 0,
            "symbol": "string",
            "logoUrl": "string",
            "incomeType": "string"
        }
    ],
    "cashInterest": [
        {
            "paymentDate": "2019-08-24T14:15:22Z",
            "accountName": "string",
            "interestType": "string",
            "holdingId": 0,
            "portfolioId": 0,
            "amount": 0
        }
    ]
}
Modified at 2025-10-24 04:35:20
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