> ## 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 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.



## OpenAPI

````yaml get /v1/businesses/{businessId}/tax-estimates/summary
openapi: 3.0.1
info:
  title: API
  version: latest
servers: []
security:
  - BearerAuth: []
tags: []
externalDocs:
  url: /
paths:
  /v1/businesses/{businessId}/tax-estimates/summary:
    get:
      tags:
        - Tax Estimates
      summary: Get tax summary
      description: >-
        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.
      operationId: business.tax-estimates.summary.get
      parameters:
        - name: businessId
          in: path
          description: The UUID of the business.
          required: true
          schema:
            type: string
            format: uuid
        - name: Content-Type
          in: header
          description: Content-Type must be set to application/json.
          schema:
            type: string
        - name: year
          in: query
          description: Tax year to calculate summary for.
          required: true
          schema:
            type: integer
            example: 2024
        - name: reporting_basis
          in: query
          description: >-
            Reporting basis for calculations (ACCRUAL or CASH). Defaults to the
            business's default reporting basis.
          required: false
          schema:
            type: string
            enum:
              - ACCRUAL
              - CASH
        - name: full_year_projection
          in: query
          description: >-
            Whether to project the full year based on year-to-date data. Only
            applicable for current year calculations.
          required: false
          schema:
            type: boolean
            default: false
      responses:
        '200':
          description: Tax summary with federal and state breakdown.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiTaxSummary'
        '400':
          description: Bad request - invalid parameters.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
        '404':
          description: Business not found.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ApiError'
      deprecated: false
components:
  schemas:
    ApiTaxSummary:
      type: object
      properties:
        type:
          type: string
          description: Resource type.
          example: Tax_Summary
        year:
          type: integer
          description: The tax year for this summary.
          example: 2024
        projected_taxes_owed:
          type: integer
          format: int64
          description: Total projected taxes owed in cents (federal + state).
        taxes_due_at:
          type: string
          format: date
          description: Date when the next quarterly estimated tax payment is due.
          example: '2024-04-15'
        uncategorized_tax_payments:
          type: integer
          format: int64
          description: >-
            Amount of tax payments that have not been categorized as federal or
            state in cents.
        sections:
          type: array
          items:
            $ref: '#/components/schemas/ApiTaxSummarySection'
          description: >-
            Breakdown of taxes by component (federal income & self-employment
            tax, state income tax).
      required:
        - year
        - projected_taxes_owed
        - taxes_due_at
        - uncategorized_tax_payments
        - sections
      description: >-
        Summary of projected taxes owed with breakdown by federal and state
        components.
    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
    ApiTaxSummarySection:
      type: object
      properties:
        label:
          type: string
          description: Display label for this tax component.
          example: Federal Income & Self-Employment Tax
        total:
          type: integer
          format: int64
          description: >-
            Total tax amount for this component in cents (before subtracting
            payments).
        taxes_paid:
          type: integer
          format: int64
          description: Amount already paid towards this tax component in cents.
        taxes_owed:
          type: integer
          format: int64
          description: >-
            Remaining amount owed for this tax component in cents (total -
            taxes_paid).
      required:
        - label
        - total
        - taxes_paid
        - taxes_owed
      description: >-
        Breakdown of a single tax component (federal or state) showing total,
        paid, and owed amounts.
    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

````