--- title: "Get tax estimates" method: POST path: "/v6/taxes/taxEstimates" tags: ["Tax Estimates"] --- # Get tax estimates `POST /v6/taxes/taxEstimates` Get a summary of a user's tax obligations; also useful for displaying a real-time P&L ## Request body - TaxEstimateParams - `period` 'ANNUAL_PROJECTED' | 'YTD' | 'LAST_YEAR', required — The period to receive summarized tax data for - `taxSetup` TaxSetupPostDto, nullable — Override of the user's tax profile for the estimate calculation - `countryCode` string — ISO 3166-1 alpha-3 country code - `state` string — Two-character state/province abbreviation for which tax needs to be calculated - `filingStatus` FilingStatusSetup — Federal and state filing status - `federal` 'SINGLE' | 'MARRIED' | 'MARRIED_SEPARATELY' | 'HEAD' | 'WIDOWER' — Federal tax filing status - `state` 'SINGLE' | 'MARRIED' | 'MARRIED_SEPARATELY' | 'HEAD' | 'WIDOWER' — State tax filing status - `annualW2Income` integer — Annual W-2 income total, in cents - `withholding` Withholding — W-2 withholding configuration - `useWithholding` boolean — Set to true if the user wants to specify their own W-2 withholding amounts - `federalWithholding` integer — Federal W-2 withholding amount, in cents - `stateWithholding` integer — State W-2 withholding amount, in cents - `numExemptions` integer — Number of state personal exemptions the tax filer qualifies for - `tipIncome` integer — Year-to-date W-2 income from tips, in cents - `overtimeIncome` integer — Year-to-date W-2 income from overtime, in cents - `homeOffice` HomeOffice — Home office deduction configuration - `useHomeOfficeDeduction` boolean — Set to true if the user wants to use the simplified home office deduction - `homeOfficeArea` number — Size of home office in square feet; required if using the simplified home office deduction - `mileage` Mileage — Business mileage configuration - `useEstimate` boolean — Set to true if the user wants to use their own annual business mileage estimate - `estimate` integer — Annual business mileage estimate in miles; required if using user-estimated business mileage - `useMileageDeduction` boolean — Set to true if the user will use the standard mileage rate (vs actual auto expenses) - `vehicleBusinessPercent` string — Business vehicle use percentage for Canadian users - `expenses` Expenses — Business expenses estimate configuration - `useEstimate` boolean — Set to true if the user wants to use their own annual business expenses estimate - `estimate` integer — Annual business expenses estimate, in cents; required if using user-estimated business expenses - `income` Income — Business income estimate configuration - `useEstimate` boolean — Set to true if the user wants to use their own annual business income estimate - `estimate` integer — Annual business income estimate, in cents; required if using user-estimated business income - `isSetupComplete` boolean — Whether the user's tax profile is complete ## Response `200` Success - SuccessResponseTaxEstimateGetDto - `result` 'SUCCESS' | 'FAILURE' — The result of the action performed. - `data` TaxEstimateGetDto — The data generated by the action performed. - `country` string, required — ISO 3166-1 alpha-3 country code - `state` string, nullable, required — Two-character state/province abbreviation - `year` integer, required — Tax year for the calculation - `federalFilingStatus` 'S' | 'M' | 'MS' | 'H' | 'QW', required — Federal tax filing status code - `stateFilingStatus` 'S' | 'M' | 'MS' | 'H' | 'QW', required — State tax filing status code - `w2Income` integer, required — Year-to-date W-2 income total, in cents - `businessIncome` integer, required — Year-to-date business income, in cents - `expenses` integer, required — Year-to-date actual expense total (deductible and non-deductible), in cents - `deductibleExpenses` integer, required — Year-to-date deductible expense total, in cents - `deductibleMileageExpenses` integer, required — Year-to-date deductible mileage expense total, in cents - `deductibleNonMileageExpenses` integer, required — Year-to-date non-mileage deductible expenses, in cents - `homeOfficeDeduction` integer, required — Home office deduction amount, in cents - `selfEmploymentDeduction` integer, required — Self-employment deduction amount, in cents - `adjustedGrossIncome` integer, required — Adjusted gross income, in cents - `overallTax` integer, required — Overall tax amount, in cents - `overallTaxSavings` integer, required — Amount saved by tracking expenses, in cents - `overallTaxUnpaid` integer, required — Remaining overall tax to be paid, in cents - `federalTaxUnpaid` integer, required — Remaining federal tax to be paid, in cents - `stateTaxUnpaid` integer, required — Remaining state tax to be paid, in cents - `annualPaymentDueDate` string, date, nullable, required — Yearly due date for tax season - `afterTaxIncome` integer, required — Income remaining after tax collected, in cents - `otherIncome` integer, required — Total taxable income from other sources, in cents - `federalTax` FederalTax, required — Detailed federal tax breakdown - `w2MarginalTaxRate` string, required — Marginal tax rate for W-2 income - `businessMarginalTaxRate` string, required — Marginal tax rate for self-employed income - `adjustedGrossIncome` integer, required — Adjusted gross income, in cents - `businessIncomeDeduction` integer, required — Deduction amount applied to business income, in cents - `businessIncomeDeductionEffectiveRate` string, required — Effective rate of deduction on business income - `federalDeduction` integer, required — Deduction amount applied to federal taxes, in cents - `qualifiedTipDeduction` integer, required — Qualified tip deduction, in cents - `qualifiedOvertimeDeduction` integer, required — Qualified overtime deduction, in cents - `taxableIncome` integer, required — Federal taxable income, in cents - `federalEffectiveTaxRate` string, required — Effective tax rate on federal taxable income - `federalTaxAmount` integer, required — Tax on federal taxable income, in cents - `medicareSurtax` MedicareSurtax, required — Additional Medicare tax breakdown - `investmentIncomeMedicareSurtax` integer, required — Additional Medicare tax on investment income, in cents - `earnedIncomeMedicareSurtax` integer, required — Additional Medicare tax on earned income, in cents - `selfEmploymentTax` SelfEmploymentTax, required — Self-employment tax breakdown - `socialSecurityTaxableIncome` integer, required — Taxable income for Social Security, in cents - `socialSecurityEffectiveTaxRate` string, required — Social Security effective tax rate - `socialSecurityTax` integer, required — Social Security tax on self-employment income, in cents - `medicareTaxableIncome` integer, required — Taxable income for Medicare, in cents - `medicareEffectiveTaxRate` string, required — Medicare effective tax rate - `medicareTax` integer, required — Medicare tax on self-employment income, in cents - `taxAmount` integer, required — Overall self-employment tax amount, in cents - `alternativeMinimumTax` integer, required — Alternative minimum tax, in cents - `taxAmountWithoutTaxCredit` integer, required — Federal tax prior to credits, in cents - `dependentTaxCredit` integer, required — Total federal dependent tax credits, in cents - `totalTaxCredit` integer, required — Total federal tax credits, in cents - `totalTaxCreditAppliedToTax` integer, required — Total federal tax credits applied, in cents - `taxBeforeWithholding` integer, required — Total federal taxes due before withholding, in cents - `effectiveTaxRateBeforeWithholding` string, required — Effective rate before withholding (includes Medicare/SS) - `withholdingAppliedToTax` integer, required — Withholding amount applied, in cents - `taxAmount` integer, required — Total federal taxes due, in cents - `effectiveTaxRate` string, required — Effective rate on all federal taxes (includes Medicare/SS) - `employmentTax` EmploymentTax, required — Employment tax breakdown - `socialSecurityTaxableIncome` integer, required — Taxable income for Social Security, in cents - `socialSecurityEffectiveTaxRate` string, required — Social Security effective tax rate - `socialSecurityTax` integer, required — Social Security tax paid by employer, in cents - `medicareTaxableIncome` integer, required — Taxable income for Medicare, in cents - `medicareEffectiveTaxRate` string, required — Medicare effective tax rate - `medicareTax` integer, required — Medicare tax paid by employer, in cents - `taxAmount` integer, required — Overall employment tax amount, in cents - `stateTax` StateTax, nullable, required — State tax breakdown - `w2MarginalTaxRate` string, required — Marginal tax rate for W-2 income - `businessMarginalTaxRate` string, required — Marginal tax rate for self-employed income - `adjustedGrossIncome` integer, required — Adjusted gross income, in cents - `stateDeduction` integer, required — Deduction amount applied to state taxes, in cents - `taxableIncome` integer, required — State taxable income, in cents - `preCreditEffectiveTaxRate` string, required — Effective tax rate before credits - `taxAmountWithoutTaxCredit` integer, required — State tax prior to credits, in cents - `totalTaxCredit` integer, required — Total state tax credits, in cents - `totalTaxCreditAppliedToTax` integer, required — Total state tax credits applied, in cents - `taxBeforeWithholding` integer, required — State taxes due before withholding, in cents - `effectiveTaxRateBeforeWithholding` string, required — Effective rate before withholding - `withholdingAppliedToTax` integer, required — Withholding amount applied, in cents - `taxAmount` integer, required — Total state taxes due, in cents - `effectiveTaxRate` string, required — Effective rate on state taxes - `quarterlyEstimates` QuarterlyEstimates, required — Quarterly estimated tax payment breakdown - `q1` QuarterlyTax, required — Q4 estimated tax details - `dueDate` string, date, required — Due date for the quarter's tax payment - `federalTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `stateTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `q2` QuarterlyTax, required — Q4 estimated tax details - `dueDate` string, date, required — Due date for the quarter's tax payment - `federalTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `stateTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `q3` QuarterlyTax, required — Q4 estimated tax details - `dueDate` string, date, required — Due date for the quarter's tax payment - `federalTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `stateTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `q4` QuarterlyTax, required — Q4 estimated tax details - `dueDate` string, date, required — Due date for the quarter's tax payment - `federalTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents - `stateTax` TaxDetail, required — State tax detail for this quarter - `taxOwed` integer, required — Tax amount owed before payments, in cents - `taxPaid` integer, required — Tax amount paid, in cents - `paymentsAllocatedFromPast` integer, required — Payment rolled over from past quarters, in cents - `paymentsRolledOverToFuture` boolean, required — Whether payments roll over to future quarters - `paymentsBalance` integer, required — Remaining tax amount owed, in cents ## Other responses - `400` — Bad request - `401` — Not authenticated - `403` — Not authorized - `404` — Endpoint not found - `500` — Internal server error --- [API](https://skmtc.net/tight/apis/tight-api.md) · [All operations](https://skmtc.net/tight/apis/tight-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/tight/tight-api/revisions/e9f0790a89af/schema)