> ## 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.

# Tax

> Tax estimates, checklist, profile, Schedule C, packets, and document export.

Tax tools are in the `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](/api-reference/v1/tax-estimates/overview), [Get tax profile](/api-reference/v1/tax-estimates/get-tax-profile), [Create tax packet](/api-reference/v1/create-tax-packet).

## Sequence

<Steps>
  <Step title="Estimate">
    `get_tax_estimate` with `year` and `view`: `overview` | `summary` | `details` | `payments`. Optional `project` for full-year projection on the current year.
  </Step>

  <Step title="Checklist and profile">
    `get_tax_checklist`, `get_tax_profile`. Business write: `update_tax_profile`.
  </Step>

  <Step title="Schedule C and packets">
    `get_schedule_c_report` (`GET …/reports/tax/schedule-c`). `create_tax_packet` (business), `list_tax_packets`.
  </Step>

  <Step title="Export documents">
    `export_tax_documents` (`POST …/tax-estimates/export`) with `type`: `TAX_PACKET` | `SCHEDULE_C` | `PAYMENT_HISTORY`.
  </Step>
</Steps>

See also [Financial reports](/insights/mcp-server/financial-reports) for P\&L and balance sheet context that tax estimates depend on.