Taxpayer Information Summary (TIS) API Retrieve Comprehensive Taxpayer Information and Financial Activity Insights
The Taxpayer Information Summary (TIS) API enables businesses to securely retrieve a taxpayer’s Taxpayer Information Summary (TIS) using a PAN number and financial year. It provides a consolidated view of personal details, income sources, dividend income, securities transactions, and other financial activities, helping banks, NBFCs, fintechs, and enterprises strengthen customer profiling, income assessment, and financial analysis.
End-to-End Retrieval Flow
Enter PAN Number
Select Financial Year
Validate PAN
Retrieve TIS Report
Fetch Financial Activity Data
Generate Customer Insights
Build Financial Profile
Structured JSON Response
Key Capabilities
Taxpayer Information Retrieval
Retrieve a taxpayer’s comprehensive Taxpayer Information Summary (TIS) for a selected financial year.
Income Source Analysis
Access detailed information on salary, interest income, dividend income, capital gains, and other reported income sources.
Securities Transaction Insights
Retrieve information related to securities transactions and investment activities for better financial analysis.
Dividend Income Analysis
Access dividend income details to gain a comprehensive view of investment earnings.
Customer Financial Profiling
Build complete financial profiles using taxpayer information and reported financial activities.
Financial Risk Assessment
Support underwriting and customer evaluation with verified tax and financial information.
Real-Time Processing
Retrieve taxpayer information instantly through secure APIs.
Easy API Integration
Integrate seamlessly using REST APIs, structured JSON responses, secure authentication, and comprehensive developer documentation.
Use Cases
Customer Profiling & Financial Assessment
Build comprehensive customer financial profiles using verified taxpayer information and income sources.
Loan Underwriting & Income Analysis
Strengthen lending decisions by evaluating income patterns, investments, and financial activities.
Wealth Management & Financial Advisory
Support investment analysis, portfolio assessment, and personalized financial advisory services using consolidated taxpayer information.
Developer Experience
Secure REST APIs for seamless taxpayer information retrieval.
Financial Year-Based Retrieval – Access taxpayer information for a selected financial year.
Comprehensive Financial Insights – Retrieve income sources, investments, dividend income, and financial activities.
Structured JSON Response – Receive standardized taxpayer information for easy integration.
RESTful API Integration – Secure and developer-friendly APIs.
Sandbox Environment – Test integrations before production deployment.
Developer Documentation – Comprehensive API references and implementation guides.
Enterprise Security – Encrypted communication and secure authentication.
Dedicated Technical Support – Expert assistance throughout your integration journey.
Frequently Asked Questions
What is the Taxpayer Information Summary (TIS) API?
The Taxpayer Information Summary (TIS) API retrieves a taxpayer's consolidated financial information, including income sources, dividend income, securities transactions, and other financial activities for a selected financial year.
What input is required?
PAN Number and Financial Year
What information does the API return?
The API may return : Personal Details, Salary Income, Interest Income, Dividend Income, Capital Gains, Securities Transaction Details, Other Income Sources, Financial Activity Summary, Taxpayer Information Summary (TIS) and Structured JSON Response
Can this API retrieve historical financial data?
Yes. The API can retrieve Taxpayer Information Summary (TIS) reports for supported financial years, enabling historical financial analysis.
Can this API be integrated into our platform?
Yes. The API integrates seamlessly with banking platforms, NBFCs, fintech applications, lending systems, wealth management platforms, CRMs, ERPs, and enterprise applications using secure REST APIs.
Is taxpayer information secure?
Yes. All API requests are processed using secure authentication, encrypted communication, and enterprise-grade security standards to ensure taxpayer data privacy and regulatory compliance.