To enable the Tax Estimates feature for your customers, request access from your Layer representative.
Core components
- Get tax overview and Get tax summary: high-level, dashboard-ready roll-ups of projected taxes owed.
- Get tax details: the full itemized calculation (AGI, deductions, federal income tax, self-employment tax, state tax, quarterly estimates).
- Get tax payments: quarterly estimated tax payment history and balances.
- Get tax checklist: actionable items that need the business owner’s attention before the estimate is complete.
- Get tax profile, Create tax profile, and Update tax profile: the filing inputs (filing status, W-2 income, withholding, state, deductions) that drive every calculation.
- Export tax documents: generate downloadable tax packets, Schedule C, and payment history.