Navexa API
  1. Schemas
Navexa API
  • Start your Navexa journey
  • Authentication
  • Reports
    • Get ATO myTax report
    • Get ATO myTax report PDF
    • Get Capital Gains Tax report
    • Get Taxable Income report
    • Get Unrealised Capital Gains Tax report
  • Benchmark
    • Get the benchmark return for a portfolio
  • CashAccount
    • Get Cash Account
    • Delete a Cash Account
    • Get all Cash Accounts
    • Create a Cash Account
    • Update a Cash Account
    • Get Cash Account Transactions
  • CashAccountTransactions
    • Get a Cash Account Transaction
    • Delete a Cash Account Transaction
    • Create a Cash Account Transaction
    • Update a Cash Account Transaction
  • Clients
    • Get all Clients
    • Create a client
    • Gets Client
    • Update a client
    • Delete client
    • Get client Portfolios
    • Assign portfolios to client
  • 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. Schemas

MyTaxReportModel

{
    "portfolioName": "string",
    "financialYear": "string",
    "cgtSummary": {
        "reportDate": "2019-08-24T14:15:22.123Z",
        "saleAllocationMethod": "string",
        "financialYear": "string",
        "shortTermGainsTotal": 0,
        "shortTermGainsAvailableLosses": 0,
        "shortTermGainAfterLosses": 0,
        "nonDiscountedCapitalGains": 0,
        "longTermGainsTotal": 0,
        "longTermGainsAvailableLosses": 0,
        "longTermGainAfterLosses": 0,
        "discountedCapitalGains": 0,
        "cgtConcessionTotal": 0,
        "taxEntityType": "string",
        "totalCapitalGains": 0,
        "netLosses": 0,
        "netGain": 0,
        "claimableAmount": 0,
        "capitalGainsBreakdown": {
            "ausShares": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "foreignShares": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "ausTrusts": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "foreignTrusts": {
                "capitalGain": 0,
                "capitalLoss": 0
            },
            "otherAssets": {
                "capitalGain": 0,
                "capitalLoss": 0
            }
        },
        "errors": [
            {
                "holdingId": 0,
                "symbol": "string",
                "exchange": "string",
                "holdingType": 1,
                "errorMessage": "string"
            }
        ]
    },
    "incomeSummary": {
        "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
        }
    }
}
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