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Get tax summary
To enable the Tax Estimates feature for your customers, request access from your Layer representative.
Returns a dashboard-ready summary of the business’s projected tax liability for the year, broken out by federal and state components and net of payments already made. Use this for “what you owe” UIs; for the full itemized calculation behind these numbers, use Get tax details.

Summary calculation details

The summary is a roll-up of the same calculation that powers Get tax details:
  • projected_taxes_owed is the total projected annual liability (federal income + self-employment + Medicare surtax + state income + state additional taxes), in cents, after applying the requested reporting_basis and full_year_projection behavior described below.
  • taxes_due_at is the due date of the next quarterly estimated tax payment.
  • uncategorized_tax_payments is the portion of recorded tax payments that have not yet been categorized as federal or state; these are excluded from the per-section taxes_paid totals until categorized.
  • sections breaks the total down by component (e.g. “Federal Income & Self-Employment Tax”, “State Income Tax”). For each section:
    • total is the projected gross liability for that component, before any payments.
    • taxes_paid is the amount already paid toward that component.
    • taxes_owed = totaltaxes_paid is the remaining balance for that component.
Summing taxes_owed across sections (and accounting for uncategorized_tax_payments) reconciles to the overall amount still due.

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
required

Tax year to calculate summary for.

Example:

2024

reporting_basis
enum<string>

Reporting basis for calculations (ACCRUAL or CASH). Defaults to the business's default reporting basis.

Available options:
ACCRUAL,
CASH
full_year_projection
boolean
default:false

Whether to project the full year based on year-to-date data. Only applicable for current year calculations. Defaults to false.

Response

Tax summary with federal and state breakdown.

data
object
required

Summary of projected taxes owed with breakdown by federal and state components.