> ## Documentation Index
> Fetch the complete documentation index at: https://developer.sandbox.co.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Generate comprehensive profit & loss reports, capital gains statements, and tax analysis for securities, mutual funds, and investment portfolios.

# Income Tax Report APIs

The Income Tax Report APIs provide comprehensive reporting capabilities for investment analysis, tax planning, and compliance. Generate detailed profit & loss reports, capital gains statements, and tax analysis across multiple asset classes using job-based async processing.

## Key Features

> **[Tax P\&L Reports](https://developer.sandbox.co.in/api-reference/it/report/overview.md#tax-pnl-reports)**
>
> Generate profit & loss reports with automatic capital gains tax classification and indexation benefits.

> **[Capital Gains Reports](https://developer.sandbox.co.in/api-reference/it/report/overview.md#capital-gains-reports)**
>
> Create detailed capital gains statements for tax assessment and compliance.

> **[Mutual Fund Statements](https://developer.sandbox.co.in/api-reference/it/report/overview.md#mutual-fund-reports)**
>
> Generate capital gains statements for mutual fund investments with OTP verification.

> **[Async Job Processing](https://developer.sandbox.co.in/api-reference/it/report/overview.md#async-processing)**
>
> Handle large datasets with background job processing, status polling, and webhook notifications.

## Tax P\&L Reports

Generate comprehensive profit & loss reports with tax implications:

> **[Domestic Securities](https://developer.sandbox.co.in/api-reference/it/report/tax_pnl/securities/domestic/endpoints/submit_job.md)**
>
> Indian market investments with indexation

> **[Foreign Securities](https://developer.sandbox.co.in/api-reference/it/report/tax_pnl/securities/foreign/submit_job.md)**
>
> International investments with currency gains

## Capital Gains Reports

Create detailed capital gains statements for tax compliance:

> **[Domestic Securities](https://developer.sandbox.co.in/api-reference/it/report/capital_gains/securities/domestic/submit_job.md)**
>
> Capital gains for Indian securities

> **[Foreign Securities](https://developer.sandbox.co.in/api-reference/it/report/capital_gains/securities/foreign/submit_job.md)**
>
> Capital gains for international investments

## Asset Classes Supported

### Securities (Domestic & Foreign)

* **Equity Shares**: Delivery and intraday trading with holding period classification
* **Mutual Funds**: SIPs, lump-sum investments, redemptions with indexation benefits
* **Derivatives**: Futures, options, and other derivative instruments
* **Currency Impact**: Foreign securities with automatic currency conversion and gains

### Investment Portfolios

* **Multi-Asset**: Combined reporting across different asset classes
* **Tax Regimes**: Support for both old and new tax regimes
* **Holding Periods**: Automatic STCG/LTCG classification
* **Indexation**: Cost inflation adjustment for long-term gains

## Async Job Processing

All report generation uses job-based asynchronous processing for scalability:

**1. Submit Report Job**

POST request with report parameters → Receive job\_id and processing confirmation

**2. Upload Transaction Data (if required)**

For large datasets, upload transaction data via provided S3 presigned URLs

**3. Monitor Job Status**

Poll job status endpoint with job\_id to track processing progress

**4. Retrieve Results**

Download completed reports in Excel/JSON format once processing is finished

### Job Status Flow

```json theme={null}
{
  "status": "processing", // created → processing → completed/failed
  "progress": 75,        // Percentage completion
  "message": "Processing 750 of 1000 transactions",
  "result_url": "https://..." // Available when completed
}
```

## Report Formats

### Excel Reports (.xlsx)

* **Detailed breakdowns** by asset class and transaction type
* **Tax calculations** with STCG/LTCG classification
* **Summary sheets** with portfolio-level analytics
* **Annexures** with transaction-level details

### JSON Reports

* **Structured data** for programmatic processing
* **API integration** ready format
* **Real-time access** to report data
* **Custom filtering** and analysis capabilities

## Tax Compliance Features

* **Automatic classification**: STCG (Short-term) vs LTCG (Long-term) gains
* **Indexation benefits**: Cost inflation adjustment for domestic securities
* **Currency gains**: Foreign exchange impact on international investments
* **Tax regime support**: Old and new tax regime calculations
* **Carry forward losses**: Capital loss tracking and utilization

## Integration Options

* **REST APIs**: Standard HTTP endpoints for all report operations
* **Postman Collections**: Pre-configured API testing environments
* **Webhook Support**: Real-time notifications for job completion
* **Batch Processing**: Handle thousands of transactions efficiently

## Performance & Limits

* **Job Queue**: Unlimited job submissions with concurrent processing
* **Data Processing**: Handle up to 50,000 transactions per job
* **Report Generation**: Excel reports up to 10MB in size
* **Retention**: Job results available for 30 days
* **Rate Limits**: 100 requests per minute per API key

## Use Cases

### Tax Planning & Filing

* **ITR Preparation**: Generate data for Income Tax Return filing
* **Tax Optimization**: Identify tax-saving opportunities
* **Compliance Reporting**: Meet regulatory reporting requirements

### Portfolio Analysis

* **Performance Review**: Analyze investment performance with tax impact
* **Rebalancing**: Optimize portfolio based on tax implications
* **Reporting**: Generate client-ready investment reports

### Financial Planning

* **Tax Liability**: Estimate future tax obligations
* **Capital Gains Planning**: Plan asset sales for optimal tax outcomes
* **Wealth Management**: Comprehensive tax-aware portfolio management

## Related APIs

* **[Calculator APIs](https://developer.sandbox.co.in/api-reference/it/calculator/overview.md)**: Real-time calculations without job processing
* **[Compliance APIs](https://developer.sandbox.co.in/api-reference/it/compliance/overview.md)**: ITR filing and ERI integration
* **[OCR APIs](https://developer.sandbox.co.in/api-reference/it/ocr/overview.md)**: Extract data from tax documents

## Support & Resources

* **API Reference**: Complete endpoint documentation with examples
* **Postman Collection**: Import ready-to-use API tests
* **Sample Data**: Pre-formatted transaction data for testing
* **Annexures**: Detailed schema documentation for data formats

For technical support or integration assistance, refer to the [API Reference](https://developer.sandbox.co.in/api-reference/it/report) or contact Sandbox support.


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