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v1.0

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SOAP API

  • Getting Started
  • What If
    • Calling the What If Full Result Operation
    • GetFullWhatIfResults Reference
    • WSDL Reference
  • Capital Gains Tax Report
    • Calling the CGT Report Operation
    • Report_CGT Reference
    • Appendix: Transaction Types

REporting API

  • Overview
  • Rate Limits
  • Generating Reports
    • Configure the Service API Key
    • Generate the API Access Token
    • Enqueue a Job to Generate Reports
    • Get the Status of a Job
    • Access the Generated Reports
  • Configure the API to use a Certificate
  • Configuration File Reference

PHOENIX API

  • Welcome to the Phoenix API
  • Getting Started
    • Registering a Client
    • Obtaining an Access Token
      • Client Credentials Flow
  • Rate Limits
  • Lookups
    • Account Event Types
    • Transaction Types

HMRC Extract Reporting

  • Overview
  • Generate BBSI (Bank and Building Society Interest) Extract
  • Generate OI (Other Interest) Extract
  • Access Generated Extracts
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Overview

The Reporting API allows the automation of the CGiX reporting process for Clients’ Tax Year End Reporting, ad hoc reporting and overnight batch reporting.


The Reporting API generates the following reports in PDF format:

  • Capital Gains report
  • Client Income report
  • Notional Disposal report

Updated 6 months ago


Appendix: Transaction Types
Rate Limits