---
updatedAt: 2025-08-27T15:59:27.000Z
agentTools:
projectIndex: https://docs.moneyhubenterprise.com/v2.5/llms.txt
---
# Retrieve transactions to help answer SA105 - the Self Assessment questions for properties for HMRC
Requires **tax:read** scope.
# OpenAPI definition
```json
{
"openapi": "3.0.0",
"info": {
"description": "Documentation for the Moneyhub data API.
Authentication is via bearer token.
",
"title": "Moneyhub Data API",
"version": "2.0.0"
},
"security": [
{
"Bearer": []
}
],
"paths": {
"/tax": {
"get": {
"summary": "Retrieve transactions to help answer SA105 - the Self Assessment questions for properties for HMRC",
"description": "Requires **tax:read** scope.",
"parameters": [
{
"description": "The date to get transactions from",
"in": "query",
"name": "startDate",
"required": true,
"example": "2018-04-06",
"schema": {
"type": "string",
"format": "date"
}
},
{
"description": "The date to get transactions to",
"in": "query",
"name": "endDate",
"required": true,
"example": "2019-04-05",
"schema": {
"type": "string",
"format": "date"
}
},
{
"description": "The project ID the transactions belong to",
"in": "query",
"name": "projectId",
"example": "39577c49-350f-45a4-8ec3-321321213213",
"schema": {
"type": "string"
}
},
{
"description": "The account ID the transactions belong to",
"in": "query",
"name": "accountId",
"example": "39577c49-350f-45a4-8ec3-321321213213",
"schema": {
"type": "string"
}
}
],
"responses": {
"200": {
"description": "Successful Tax Response",
"content": {
"application/json": {
"schema": {
"properties": {
"data": {
"$ref": "#/components/schemas/Tax"
},
"links": {
"$ref": "#/components/schemas/Links"
},
"meta": {
"type": "object"
}
},
"type": "object"
}
}
}
},
"401": {
"description": "Unsuccessful Response - Not authorised - Missing authorization header - Invalid access Token",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/Error"
}
}
}
},
"403": {
"description": "Unsuccessful Response - Forbidden - Invalid scopes",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/Error"
}
}
}
}
},
"tags": [
"tax"
]
}
}
},
"servers": [
{
"url": "https://api.moneyhub.co.uk/v2.0"
}
],
"components": {
"securitySchemes": {
"Bearer": {
"type": "apiKey",
"name": "Authorization",
"in": "header"
}
},
"schemas": {
"Tax": {
"additionalProperties": false,
"type": "object",
"properties": {
"dateFrom": {
"description": "The date the transactions are from",
"format": "date",
"type": "string",
"example": "2019-05-22"
},
"dateTo": {
"description": "The date the transactions are to",
"format": "date",
"type": "string",
"example": "2019-05-25"
},
"taxReturn": {
"description": "The calculated tax return amounts.",
"type": "object",
"properties": {
"sa105": {
"properties": {
"income": {
"type": "object",
"properties": {
"total": {
"additionalProperties": false,
"type": "object",
"properties": {
"value": {
"description": "The opening balance in minor units of the currency, eg. pennies for GBP",
"type": "integer",
"example": 300023
},
"majorUnits": {
"description": "The major units of the value, based on the values currency, eg. pounds for GBP.",
"example": 3000,
"type": "integer"
},
"minorUnits": {
"description": "The minor units of the value, based on the values currency, eg. pennies for GBP.",
"example": 23,
"type": "integer"
},
"currency": {
"type": "string",
"example": "GBP"
}
},
"required": [
"value",
"currency"
]
},
"details": {
"type": "array",
"items": {
"additionalProperties": false,
"properties": {
"category": {
"description": "The category the detail belongs to",
"example": "income.rent",
"type": "string",
"pattern": "^(income|expenditure)\\.([a-zA-Z-]+)$"
},
"amount": {
"additionalProperties": false,
"type": "object",
"properties": {
"value": {
"description": "The opening balance in minor units of the currency, eg. pennies for GBP",
"type": "integer",
"example": 300023
},
"currency": {
"type": "string",
"example": "GBP"
}
},
"required": [
"value",
"currency"
]
}
},
"type": "object",
"required": [
"category",
"amount"
]
}
}
},
"required": [
"total",
"details"
]
},
"expenditure": {
"type": "object",
"properties": {
"total": {
"additionalProperties": false,
"type": "object",
"properties": {
"value": {
"description": "The opening balance in minor units of the currency, eg. pennies for GBP",
"type": "integer",
"example": 300023
},
"majorUnits": {
"description": "The major units of the value, based on the values currency, eg. pounds for GBP.",
"example": 3000,
"type": "integer"
},
"minorUnits": {
"description": "The minor units of the value, based on the values currency, eg. pennies for GBP.",
"example": 23,
"type": "integer"
},
"currency": {
"type": "string",
"example": "GBP"
}
},
"required": [
"value",
"currency"
]
},
"details": {
"type": "array",
"items": {
"additionalProperties": false,
"properties": {
"category": {
"description": "The category the detail belongs to",
"example": "income.rent",
"type": "string",
"pattern": "^(income|expenditure)\\.([a-zA-Z-]+)$"
},
"amount": {
"additionalProperties": false,
"type": "object",
"properties": {
"value": {
"description": "The opening balance in minor units of the currency, eg. pennies for GBP",
"type": "integer",
"example": 300023
},
"currency": {
"type": "string",
"example": "GBP"
}
},
"required": [
"value",
"currency"
]
}
},
"type": "object",
"required": [
"category",
"amount"
]
}
}
},
"required": [
"total",
"details"
]
},
"taxableIncome": {
"type": "object",
"properties": {
"total": {
"additionalProperties": false,
"type": "object",
"properties": {
"value": {
"description": "The opening balance in minor units of the currency, eg. pennies for GBP",
"type": "integer",
"example": 300023
},
"majorUnits": {
"description": "The major units of the value, based on the values currency, eg. pounds for GBP.",
"example": 3000,
"type": "integer"
},
"minorUnits": {
"description": "The minor units of the value, based on the values currency, eg. pennies for GBP.",
"example": 23,
"type": "integer"
},
"currency": {
"type": "string",
"example": "GBP"
}
},
"required": [
"value",
"currency"
]
}
},
"required": [
"total"
]
}
},
"required": [
"income",
"expenditure",
"taxableIncome"
],
"type": "object"
}
}
}
},
"required": [
"dateFrom",
"dateTo",
"taxReturn"
],
"example": {
"dateFrom": "2018-04-06",
"dateTo": "2019-04-05",
"taxReturn": {
"sa105": {
"income": {
"total": {
"value": 1500000,
"majorUnits": 15000,
"minorUnits": 0,
"currency": "GBP"
},
"details": [
{
"amount": {
"value": 1500000,
"majorUnits": 15000,
"minorUnits": 0,
"currency": "GBP"
},
"category": "income.rent"
}
]
},
"expenditure": {
"total": {
"value": 300000,
"majorUnits": 3000,
"minorUnits": 0,
"currency": "GBP"
},
"details": [
{
"amount": {
"value": 200000,
"majorUnits": 2000,
"minorUnits": 0,
"currency": "GBP"
},
"category": "expenditure.professional"
},
{
"amount": {
"value": 100000,
"majorUnits": 1000,
"minorUnits": 0,
"currency": "GBP"
},
"category": "expenditure.maintenance"
}
]
},
"taxableIncome": {
"total": {
"value": 1200000,
"majorUnits": 12000,
"minorUnits": 0,
"currency": "GBP"
}
}
}
}
}
},
"Links": {
"additionalProperties": false,
"properties": {
"next": {
"description": "The url to retrieve the next page of results from",
"format": "uri",
"type": "string"
},
"prev": {
"description": "The url to retrieve the previous page of results from",
"format": "uri",
"type": "string"
},
"self": {
"description": "The url of the current resource(s)",
"format": "uri",
"type": "string"
}
},
"required": [
"self"
],
"type": "object"
},
"Error": {
"additionalProperties": false,
"properties": {
"code": {
"description": "The error code",
"type": "string"
},
"message": {
"description": "The error message",
"type": "string"
},
"correlationId": {
"description": "Id that identifies the request and can be used to ask for more details related to the error",
"type": "string"
},
"id": {
"description": "Id of the resource",
"type": "string"
},
"userId": {
"description": "UserId of the resource",
"type": "string"
}
},
"required": [
"code"
],
"type": "object"
}
}
},
"x-readme": {
"explorer-enabled": true,
"proxy-enabled": true
}
}
```