Getting Started
The CGiX SOAP API is a SOAP based web service that exposes Reports and What If functionality for integration purposes.
The available Report operations are:
| Operation | Description |
|---|---|
| Report_CGT | Returns the Capital Gains Tax report data for a given tax year |
| Report_DIV | Returns the Income report data for a given tax year |
| Report_ITR | Returns the Transaction report data for a given tax year |
| Report_NDR | Returns the Notional Disposal report data |
The available What If operations are:
| Operation | Description |
|---|---|
| GetFullWhatIfResults | Performs What If disposal with disposal information returned in the result |
| GetSimpleWhatIfResults | Performs What If disposal without disposal information returned in the result |
| GetTaxYearTotals | Returns the current tax year totals |
| GetValuation | Returns a holdings valuation |
| GetVolatileSales | Performs What If repurchase for a volatile disposal |
Postman App
The CGiX SOAP API guides illustrate how to call the web service using the Postman app.
Updated about 1 year ago