Get tax summary
Returns a summary of projected taxes owed with breakdown by federal and state tax components. This provides a high-level overview of total taxes due, what has been paid, and what remains owed.
Summary calculation details
The summary is a roll-up of the same calculation that powers Get tax details:projected_taxes_owedis the total projected annual liability (federal income + self-employment + Medicare surtax + state income + state additional taxes), in cents, after applying the requestedreporting_basisandfull_year_projectionbehavior described below.taxes_due_atis the due date of the next quarterly estimated tax payment.uncategorized_tax_paymentsis the portion of recorded tax payments that have not yet been categorized as federal or state; these are excluded from the per-sectiontaxes_paidtotals until categorized.sectionsbreaks the total down by component (e.g. “Federal Income & Self-Employment Tax”, “State Income Tax”). For each section:totalis the projected gross liability for that component, before any payments.taxes_paidis the amount already paid toward that component.taxes_owed=total−taxes_paidis the remaining balance for that component.
taxes_owed across sections (and accounting for uncategorized_tax_payments) reconciles to the overall amount still due.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
Tax year to calculate summary for.
2024
Reporting basis for calculations (ACCRUAL or CASH). Defaults to the business's default reporting basis.
ACCRUAL, CASH 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.
Summary of projected taxes owed with breakdown by federal and state components.