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
  • Schemas
    • Sample Schemas
      • Pet
      • Category
      • Tag
    • Schemas
      • AccountLinkSettings
      • AccountSettings
      • AccountLinkViewModel
      • AddClientVM
      • AddTradeModel
      • AddPriceModel
      • AddClientModel
      • ApplicationUser
      • AuthorizeTokenRequest
      • BenchmarkSettings
      • CalculationSettings
      • AdjustmentData
      • CategoryPerformancePreferenceOptions
      • ChartPreferenceOptions
      • AssignPortfolioToClientVM
      • ChecklistItem
      • Client
      • AutomationSettings
      • ClientExpanded
      • CGTDistributionsModel
      • BillingSettings
      • ClientModel
      • CGTError
      • ClientPortfolio
      • CGTEventModel
      • ClientVM
      • CGTReportModel
      • ColumnSettings
      • ComponentColumn
      • CapitalGainLoss
      • ComponentSettings
      • CapitalGainsBreakdown
      • CreateCashAccountVM
      • CapitalGainsTaxSummary
      • CreateCashTransactionVM
      • CapitalGainsTaxSummaryModel
      • CreateComponentDTO
      • CashInterest
      • CreatePortfolioSettingsModel
      • CryptoIncome
      • CryptoTrade2
      • CustomGroupCategory
      • DiversificationPreferenceOptions
      • Dividend
      • ClientPortfolioVM
      • DividendDTO
      • DividendError
      • EmailSettings
      • EmbeddedComponent
      • FilterCriteria
      • CompanyListResponseDTO
      • GroupAccount
      • CompanyManagementDTO
      • GroupAccountResponse
      • GetPriceModel
      • GroupUserAdd
      • GroupUserLookup
      • CreateProPortfolioVM
      • GroupUserResponse
      • GroupUserUpdate
      • CryptoIncomeDTO
      • Holding
      • CryptoIncomeSummary
      • HoldingClassification
      • HoldingModel
      • HoldingNote
      • DateRange
      • HoldingPerformancePreferenceOptions
      • DeductionsSummary
      • HoldingPublisherData
      • HoldingSettingsModel
      • CryptocurrencyListResponseDTO
      • HoldingTaxSettings
      • CryptocurrencyManagementDTO
      • HoldingType
      • DividendData
      • IHoldingSettings
      • CustomerProfileDto
      • IncomeContributionsSettings
      • CustomerSearchResultDto
      • IncomeReturnPreferenceOptions
      • IntegrationMethodAccuracy
      • IntegrationMethodSupportLevel
      • ForeignTaxableIncomeSummary
      • IntegrationType
      • IntercomSettings
      • IosIapPurchase
      • IosIapSubscriptionInfo
      • ManageClientModel
      • Metadata
      • OnboardingChecklist
      • OnboardingSurvey
      • OverviewPreferences
      • OwnerPlan
      • GicIndustry
      • PaymentPlatform
      • GicIndustryGroup
      • Portfolio
      • GicSector
      • PortfolioDiviersifcationSettings
      • GicSubIndustry
      • PortfolioPreferences
      • HoldingReturnViewModel
      • PortfolioRequest
      • PortfolioSettings
      • PortfolioHoldingModel
      • HoldingSummaryPerformanceViewModel
      • PortfolioTaxSetting
      • PortfolioModel
      • PortfolioType
      • HoldingTaxSettingsVM
      • HoldingSymbolUpdateModel
      • ProRataTotals
      • HoldingTaxSettingsDTO
      • ProRegisterModel
      • HoldingTypeEnum
      • Provider
      • ProviderIntegrationMethod
      • SaleAllocationStrategies
      • IncomeIntegrationMapping
      • SharingSettings
      • IncomeIntegrationMappingDto
      • SubscriptionPlan
      • IncomeRecord
      • ImpersonationRequestDto
      • TestimonialInformation
      • ImpersonationResponseDto
      • TimeSpan
      • TrackingInformation
      • Trade
      • TradeMetadata
      • TradeType
      • InterestIncomeSummary
      • TradeTypeEnum
      • UpdateCashAccountVM
      • UpdateCashTransactionVM
      • UpsertIncomeRecord
      • IntercomAdmin
      • UpsertPortfolioModel
      • UpdatePriceModel
      • MyTaxIncomeSummary
      • IntercomAvatar
      • UserPortfolio
      • MyTaxReportModel
      • IntercomCanvasContext
      • UserPreferences
      • IntercomCanvasInitializeDto
      • UserSharedWith
      • IntercomCanvasSubmitDto
      • IntercomContact
      • IntercomCustomer
      • IntercomRevokeAccessDto
      • PortfolioPerformanceViewModel
      • PortfolioTaxSettingDTO
      • PortfolioTaxSettingsVM
      • SharePortfoliosVM
      • NotificationSettings
      • TaxableIncomeReportModel
      • TaxableIncomeSummary
      • TotalReturnViewModel
      • TradeIntegrationMapping
      • StartImpersonationDto
      • StopImpersonationDto
      • TrialEligibilityDto
      • TrialResetRequestDto
      • TrialResetResponseDto
      • UpdateAccountSettingsDto
      • UpdateUserProfileDto
  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": "2019-08-24T14:15:22.123Z",
            "exDividendDate": "2019-08-24T14:15:22.123Z",
            "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": "2019-08-24T14:15:22.123Z",
            "exDividendDate": "2019-08-24T14:15:22.123Z",
            "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": "2019-08-24T14:15:22.123Z",
            "exDividendDate": "2019-08-24T14:15:22.123Z",
            "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": "2019-08-24T14:15:22.123Z",
            "quantity": 0,
            "value": 0,
            "holdingId": 0,
            "symbol": "string",
            "logoUrl": "string",
            "incomeType": "string"
        }
    ],
    "cashInterest": [
        {
            "paymentDate": "2019-08-24T14:15:22.123Z",
            "accountName": "string",
            "interestType": "string",
            "holdingId": 0,
            "portfolioId": 0,
            "amount": 0
        }
    ]
}
Modified at 2025-10-24 04:35:20
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