For AI agents: visit https://docs.financialsoftware.co.uk/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Guides API Reference

v1.0

Guides

v1.0Guides API Reference

SOAP API

Getting Started
What If
Capital Gains Tax Report

REporting API

Overview
Rate Limits
Generating 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
💼 HMRC Extract Reporting
🗂️ Tax Packs Generation

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🗂️ Tax Packs Generation

This section explains how to create tax packages using the Phoenix API.

Updated about 2 months ago

What’s Next

Migration: WebAPI Reporting → Phoenix Tax Packs