v1

latestOpenAPI 3.0.12026-07-26222700728.0 KB

Tax Estimates

Get tax estimates

Get a summary of a user's tax obligations; also useful for displaying a real-time P&L

post/v6/taxes/taxEstimates

Request body

period'ANNUAL_PROJECTED' | 'YTD' | 'LAST_YEAR' required

The period to receive summarized tax data for

Example request

{
  "period": "YTD",
  "taxSetup": {
    "countryCode": "USA",
    "state": "DC",
    "filingStatus": {
      "federal": "SINGLE",
      "state": "SINGLE"
    },
    "annualW2Income": 1000000,
    "withholding": {
      "useWithholding": true,
      "federalWithholding": 100051,
      "stateWithholding": 100051
    },
    "numExemptions": 1,
    "tipIncome": 500000,
    "overtimeIncome": 300000,
    "homeOffice": {
      "useHomeOfficeDeduction": true,
      "homeOfficeArea": 250.5
    },
    "mileage": {
      "estimate": 1000,
      "vehicleBusinessPercent": "49.9"
    },
    "expenses": {
      "estimate": 55176
    },
    "income": {
      "estimate": 55176
    }
  }
}

Response

Success

result'SUCCESS' | 'FAILURE'

The result of the action performed.

Example response

{
  "data": {
    "country": "USA",
    "state": "DC",
    "year": 2025,
    "federalFilingStatus": "S",
    "stateFilingStatus": "S",
    "federalTax": {
      "w2MarginalTaxRate": "11.67",
      "businessMarginalTaxRate": "11.67",
      "businessIncomeDeductionEffectiveRate": "11.67",
      "federalEffectiveTaxRate": "11.67",
      "selfEmploymentTax": {
        "socialSecurityEffectiveTaxRate": "11.67",
        "medicareEffectiveTaxRate": "11.67"
      },
      "effectiveTaxRateBeforeWithholding": "11.67",
      "effectiveTaxRate": "11.67",
      "employmentTax": {
        "socialSecurityEffectiveTaxRate": "11.67",
        "medicareEffectiveTaxRate": "11.67"
      }
    },
    "stateTax": {
      "w2MarginalTaxRate": "11.67",
      "businessMarginalTaxRate": "11.67",
      "preCreditEffectiveTaxRate": "11.67",
      "effectiveTaxRateBeforeWithholding": "11.67",
      "effectiveTaxRate": "11.67"
    }
  }
}