> ## Documentation Index
> Fetch the complete documentation index at: https://docs.layerfi.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get tax overview

> Returns high-level tax summary for dashboard display. Each summary field includes a corresponding URL for retrieving itemized breakdowns.



## OpenAPI

````yaml get /v1/businesses/{businessId}/tax-estimates/overview
openapi: 3.0.1
info:
  title: API
  version: latest
servers: []
security:
  - BearerAuth: []
tags: []
externalDocs:
  url: /
paths:
  /v1/businesses/{businessId}/tax-estimates/overview:
    get:
      tags:
        - Tax Estimates
      summary: Get tax overview
      description: >-
        Returns high-level tax summary for dashboard display. Each summary field
        includes a corresponding URL for retrieving itemized breakdowns.
      operationId: business.tax-estimates.overview.get
      parameters:
        - name: businessId
          in: path
          description: The UUID of the business.
          required: true
          schema:
            type: string
            format: uuid
        - name: year
          in: query
          description: 'The tax year (e.g., 2025). Supported years: 2024-2026.'
          required: true
          schema:
            type: integer
            format: int32
        - name: reporting_basis
          in: query
          description: >-
            The accounting basis for reporting. Defaults to the business's
            default reporting basis, or CASH if not set.
          required: false
          schema:
            type: string
            enum:
              - ACCRUAL
              - CASH
            default: CASH
        - name: full_year_projection
          in: query
          description: >-
            Whether to project income/expenses for the full year based on
            year-to-date data. Only applicable for the current year. Defaults to
            true.
          required: false
          schema:
            type: boolean
            default: false
        - name: Content-Type
          in: header
          description: Content-Type must be set to application/json.
          schema:
            type: string
      responses:
        '200':
          description: Tax overview for the specified year.
          headers: {}
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiTaxOverview'
        '404':
          description: Business not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
      deprecated: false
components:
  schemas:
    ApiTaxOverview:
      type: object
      properties:
        type:
          type: string
          description: Resource type.
          example: Tax_Overview
        year:
          type: integer
          format: int32
          description: The tax year for this overview.
          example: 2025
        excludes_pending_transactions:
          type: boolean
          description: Whether pending transactions are excluded from the calculations.
        taxable_income_estimate:
          type: integer
          format: int64
          description: Taxable income estimate to date, in cents.
        total_income:
          type: integer
          format: int64
          description: Total business income, in cents.
        total_deductions:
          type: integer
          format: int64
          description: Total deductions, in cents.
        estimated_taxes_owed:
          type: integer
          format: int64
          description: Total estimated tax liability, in cents.
        taxes_due_date:
          type: string
          format: date
          description: Next tax deadline in ISO-8601 date format.
          example: '2025-04-15'
      description: >-
        High-level tax summary for dashboard display. Use GET
        /v1/businesses/{businessId}/tax-estimates/details for itemized
        breakdowns.
    ApiError:
      type: object
      description: An error object returned in API error responses.
      properties:
        type:
          $ref: '#/components/schemas/ApiErrorType'
          description: >-
            A fixed category for the error, helpful for categorizing and
            processing errors.
        description:
          type: string
          description: A human-readable error description.
        error_enum:
          $ref: '#/components/schemas/ApiEnumErrorType'
          description: >-
            A stable, machine-readable identifier for programmatically handling
            specific error conditions. Only present for 4xx client errors—not
            included for 5xx server errors. Use this instead of parsing the
            description field, as enum values remain stable across API versions.
          nullable: true
        meta:
          type: object
          description: Optional additional information about the error.
          nullable: true
      required:
        - type
        - description
    ApiErrorType:
      type: string
      enum:
        - ResourceArchived
        - AuthFailure
        - Plaid
        - Stripe
        - InvalidState
        - ResourceNotFound
        - InvalidParameters
        - JsonSerialization
        - Unknown
        - BadRequest
        - PaginationCursor
        - Conflict
        - LedgerOperationFailed
    ApiEnumErrorType:
      type: string
      description: >-
        Stable enum values for programmatic error handling. Only present in 4xx
        error responses.
      enum:
        - AccessCodeInvalid
        - BalanceSheetDoesNotBalance
        - BalanceSheetMissingAccount
        - BankStatementParserError
        - BillStateError
        - BulkCategorizeFailure
        - BulkMatchFailure
        - BusinessTaskAlreadyCompleted
        - BusinessTaskDeleted
        - CalendlyOAuthError
        - CallBookingError
        - CantUpdateTransactionInCustomerPayout
        - CantUpdateTransactionInVendorPayout
        - CheckPayrollConfigNotFound
        - CheckPayrollServiceNotFound
        - ClerkUserAlreadyExists
        - ConflictingQueryParams
        - CustomAccountAlreadyExists
        - CustomTransactionCsvParsingError
        - CustomTransactionUploadFailure
        - CustomerPayoutInputFormatError
        - DoesNotMatchExistingEntity
        - EmptyBatchRequest
        - ExpenseParserError
        - ExternalAccountBalanceReconciliationError
        - ExternalIdConflict
        - InvalidCategory
        - InvalidEffectiveDate
        - InvalidLedgerOperation
        - InvalidMonthlyAverageRange
        - InvalidMultiPartRequest
        - InvalidPaginationCursor
        - InvalidPayload
        - InvoiceDeleted
        - InvoiceNotFound
        - InvoiceReferenceMismatch
        - InvoiceStateError
        - ManualRateLimit
        - MultipleTagKeyFiltersUnsupported
        - NoCognitoUserFound
        - NoOpeningBalanceFound
        - NotYetReconciled
        - OnePasswordApiError
        - OnePasswordItemNotFound
        - OnePasswordVaultNotFound
        - OpenAICategorizationError
        - PaymentLinkInvalid
        - PayrollStateError
        - PeriodIsClosed
        - PeriodNotClosed
        - PhoneNumberAlreadyRegistered
        - PlaidApiError
        - PlaidConnectionBroken
        - PlaidCreateLinkTokenError
        - PlaidCredentialsNotConfigured
        - PlaidExchangePublicTokenError
        - PlaidGetInstitutionByIdError
        - PlaidGetItemError
        - PlaidInvalidEnvironment
        - PlaidItemAlreadyExists
        - PlaidItemNotFound
        - PlaidProcessorApiError
        - PlaidUnlinkItemError
        - QueryParamFormat
        - QueryParamMissing
        - QuickbooksBrokenConnection
        - QuickbooksConnectionAlreadyExists
        - QuickbooksConnectionAlreadySyncing
        - QuickbooksConnectionMissing
        - QuickbooksConnectionNotActivated
        - QuickbooksInvalidRequest
        - QuickbooksInvalidState
        - QuickbooksNoMatchingAccount
        - QuickbooksNonPostingAccountType
        - QuickbooksNotConfigured
        - QuickbooksOAuthCallbackInvalid
        - QuickbooksOAuthError
        - QuickbooksTokenExpired
        - ResourceArchived
        - ScheduleCNotConfigured
        - SmsNotEnabled
        - SpecifiedBadRequest
        - SpecifiedIdNotFound
        - SplitTransactionError
        - StepEvaluationBadRequest
        - StripeConnectAccountIdNotFound
        - StripeCredentialsNotConfigured
        - StripeGetBalanceForConnectAccountFailure
        - StripeRedirectOrRefreshUrlNotConfigured
        - TagFilterNotFound
        - UnexpectedQueryParam
        - UnitAccountsInUse
        - WrongAnswerType
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT

````