reporting group. get_tax_estimate is a composite: pick a view instead of calling four separate REST paths. Tag filtering is not supported on tax or Schedule C.
REST: Tax estimates overview, Get tax profile, Create tax packet.
Sequence
1
Estimate
get_tax_estimate with year and view: overview | summary | details | payments. Optional project for full-year projection on the current year.2
Checklist and profile
get_tax_checklist, get_tax_profile. Business write: update_tax_profile.3
Schedule C and packets
get_schedule_c_report (GET ā¦/reports/tax/schedule-c). create_tax_packet (business), list_tax_packets.4
Export documents
export_tax_documents (POST ā¦/tax-estimates/export) with type: TAX_PACKET | SCHEDULE_C | PAYMENT_HISTORY.