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

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Postman App
The CGiX SOAP API guides illustrate how to call the web service using the Postman app.