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POST
/
v6
/
taxes
/
taxEstimates
Get tax estimates
curl --request POST \
  --url https://sandbox.tight.com/v6/taxes/taxEstimates \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "period": "YTD",
  "taxSetup": {
    "countryCode": "USA",
    "state": "DC",
    "filingStatus": {
      "federal": "SINGLE",
      "state": "SINGLE"
    },
    "annualW2Income": 1000000,
    "withholding": {
      "useWithholding": true,
      "federalWithholding": 100051,
      "stateWithholding": 100051
    },
    "numExemptions": 1,
    "tipIncome": 500000,
    "overtimeIncome": 300000,
    "homeOffice": {
      "useHomeOfficeDeduction": true,
      "homeOfficeArea": 250.5
    },
    "mileage": {
      "useEstimate": true,
      "estimate": 1000,
      "useMileageDeduction": false,
      "vehicleBusinessPercent": "49.9"
    },
    "expenses": {
      "useEstimate": true,
      "estimate": 55176
    },
    "income": {
      "useEstimate": true,
      "estimate": 55176
    },
    "isSetupComplete": true
  }
}
'
{
  "result": "SUCCESS",
  "data": {
    "country": "USA",
    "state": "DC",
    "year": 2025,
    "federalFilingStatus": "S",
    "stateFilingStatus": "S",
    "w2Income": 123,
    "businessIncome": 123,
    "expenses": 123,
    "deductibleExpenses": 123,
    "deductibleMileageExpenses": 123,
    "deductibleNonMileageExpenses": 123,
    "homeOfficeDeduction": 123,
    "selfEmploymentDeduction": 123,
    "adjustedGrossIncome": 123,
    "overallTax": 123,
    "overallTaxSavings": 123,
    "overallTaxUnpaid": 123,
    "federalTaxUnpaid": 123,
    "stateTaxUnpaid": 123,
    "annualPaymentDueDate": "2023-12-25",
    "afterTaxIncome": 123,
    "otherIncome": 123,
    "federalTax": {
      "w2MarginalTaxRate": "11.67",
      "businessMarginalTaxRate": "11.67",
      "adjustedGrossIncome": 123,
      "businessIncomeDeduction": 123,
      "businessIncomeDeductionEffectiveRate": "11.67",
      "federalDeduction": 123,
      "qualifiedTipDeduction": 123,
      "qualifiedOvertimeDeduction": 123,
      "taxableIncome": 123,
      "federalEffectiveTaxRate": "11.67",
      "federalTaxAmount": 123,
      "medicareSurtax": {
        "investmentIncomeMedicareSurtax": 123,
        "earnedIncomeMedicareSurtax": 123
      },
      "selfEmploymentTax": {
        "socialSecurityTaxableIncome": 123,
        "socialSecurityEffectiveTaxRate": "11.67",
        "socialSecurityTax": 123,
        "medicareTaxableIncome": 123,
        "medicareEffectiveTaxRate": "11.67",
        "medicareTax": 123,
        "taxAmount": 123
      },
      "alternativeMinimumTax": 123,
      "taxAmountWithoutTaxCredit": 123,
      "dependentTaxCredit": 123,
      "totalTaxCredit": 123,
      "totalTaxCreditAppliedToTax": 123,
      "taxBeforeWithholding": 123,
      "effectiveTaxRateBeforeWithholding": "11.67",
      "withholdingAppliedToTax": 123,
      "taxAmount": 123,
      "effectiveTaxRate": "11.67",
      "employmentTax": {
        "socialSecurityTaxableIncome": 123,
        "socialSecurityEffectiveTaxRate": "11.67",
        "socialSecurityTax": 123,
        "medicareTaxableIncome": 123,
        "medicareEffectiveTaxRate": "11.67",
        "medicareTax": 123,
        "taxAmount": 123
      }
    },
    "stateTax": {
      "w2MarginalTaxRate": "11.67",
      "businessMarginalTaxRate": "11.67",
      "adjustedGrossIncome": 123,
      "stateDeduction": 123,
      "taxableIncome": 123,
      "preCreditEffectiveTaxRate": "11.67",
      "taxAmountWithoutTaxCredit": 123,
      "totalTaxCredit": 123,
      "totalTaxCreditAppliedToTax": 123,
      "taxBeforeWithholding": 123,
      "effectiveTaxRateBeforeWithholding": "11.67",
      "withholdingAppliedToTax": 123,
      "taxAmount": 123,
      "effectiveTaxRate": "11.67"
    },
    "quarterlyEstimates": {
      "q1": {
        "dueDate": "2023-12-25",
        "federalTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        },
        "stateTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        }
      },
      "q2": {
        "dueDate": "2023-12-25",
        "federalTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        },
        "stateTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        }
      },
      "q3": {
        "dueDate": "2023-12-25",
        "federalTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        },
        "stateTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        }
      },
      "q4": {
        "dueDate": "2023-12-25",
        "federalTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        },
        "stateTax": {
          "taxOwed": 123,
          "taxPaid": 123,
          "paymentsAllocatedFromPast": 123,
          "paymentsRolledOverToFuture": true,
          "paymentsBalance": 123
        }
      }
    }
  }
}

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, see Authentication for more detail.

Body

application/json
period
enum<string>
required

The period to receive summarized tax data for

Available options:
ANNUAL_PROJECTED,
YTD,
LAST_YEAR
Example:

"YTD"

taxSetup
object

Override of the user's tax profile for the estimate calculation

Response

Success

result
enum<string>

The result of the action performed.

Available options:
SUCCESS,
FAILURE
data
object

The data generated by the action performed.