API referenceTax & reportsReports

Get income and expenses report

Returns recognized CFDI income, expense, and payroll aggregates for the requested fiscal year or month.

Endpoint: GET /v1/reports/income-expenses
Authorization: Required permission: `analytics:read`.
Environments: Production and sandbox
Idempotency: Not required.
Common next step: Read declared tax totals

Extract tax profile POST

Consumes a tax_profile_pdf upload and returns structured taxpayer data. First prepare the upload, send the PDF bytes to uploadUrl, and pass its fileRef here. A successful extraction consumes and deletes the temporary file.

Get sales report GET

Returns POS sales-receipt aggregates for the requested business day, including invoiced and uninvoiced activity, with that month's top customers, products, and locations.