Get tax checklist
Tax Estimates
Get tax checklist
Returns actionable items that need user attention for tax preparation.
GET
Get tax checklist
To enable the Tax Estimates feature for your customers, request access from your Layer representative.
Checklist item types
Each item has atype that indicates what needs attention:
UNCATEGORIZED_DEDUCTIONS: deductible transactions that have not yet been categorized.amountis the uncategorized total in cents;countis the number of transactions. These reduce the accuracy of the deduction total in Get tax details until categorized.UNCATEGORIZED_DEPOSITS: income transactions that have not yet been categorized. These reduce the accuracy of the income total in the calculation.MISSING_PROFILE: the business has not yet saved a tax profile, so the calculation is running with default assumptions (e.g.SINGLEfiling status, no W-2 income, no state).
description and an optional action_url deep link that your UI can open to help the user resolve it. Resolving checklist items improves the accuracy of Get tax summary, Get tax overview, and Get tax details.Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Headers
Content-Type must be set to application/json.
Path Parameters
The UUID of the business.
Query Parameters
The tax year (e.g., 2025).
Response
Tax checklist for the specified year.
Actionable items that need user attention for tax preparation.