Skip to main content
GET
Get tax checklist
To enable the Tax Estimates feature for your customers, request access from your Layer representative.
Returns actionable items that need the business owner’s attention before their tax estimate can be considered complete. Use this to surface a “to-do” list in your UI.

Checklist item types

Each item has a type that indicates what needs attention:
  • UNCATEGORIZED_DEDUCTIONS: deductible transactions that have not yet been categorized. amount is the uncategorized total in cents; count is 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. SINGLE filing status, no W-2 income, no state).
Each item includes a human-readable 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

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Headers

Content-Type
string

Content-Type must be set to application/json.

Path Parameters

businessId
string<uuid>
required

The UUID of the business.

Query Parameters

year
integer<int32>
required

The tax year (e.g., 2025).

Response

Tax checklist for the specified year.

data
object
required

Actionable items that need user attention for tax preparation.