> ## Documentation Index > Fetch the complete documentation index at: https://docs.tight.com/llms.txt > Use this file to discover all available pages before exploring further. # Get tax estimates > Get a summary of a user's tax obligations; also useful for displaying a real-time P&L ## OpenAPI ````yaml https://dev.tight.com/v3/api-docs post /v6/taxes/taxEstimates openapi: 3.0.1 info: title: Tight API contact: name: Hurdlr, Inc. (dba Tight) url: https://www.tight.com email: api@tight.com version: 6.0.0 servers: - url: https://sandbox.tight.com description: Staging Environment - url: https://prod.tight.com description: Production Environment security: - EmbedToken: [] paths: /v6/taxes/taxEstimates: post: tags: - Tax Estimates summary: Get tax estimates description: >- Get a summary of a user's tax obligations; also useful for displaying a real-time P&L operationId: getTaxEstimates requestBody: content: application/json: schema: $ref: '#/components/schemas/TaxEstimateParams' required: true responses: '200': description: Success content: application/json: schema: $ref: '#/components/schemas/SuccessResponseTaxEstimateGetDto' '400': description: Bad request content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: REQUIRED message: Amount is required param: amount '401': description: Not authenticated content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: INVALID_TOKEN message: Invalid access token '403': description: Not authorized content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: FORBIDDEN message: Expired access token '404': description: Endpoint not found content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: BAD_REQUEST message: Resource not found '500': description: Internal server error content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' example: result: FAILURE error: - type: UNKNOWN_ERROR message: Something went wrong. Please try again later. security: - EmbedToken: [] components: schemas: TaxEstimateParams: required: - period type: object properties: period: type: string description: The period to receive summarized tax data for example: YTD enum: - ANNUAL_PROJECTED - YTD - LAST_YEAR taxSetup: $ref: '#/components/schemas/TaxSetupPostDto' SuccessResponseTaxEstimateGetDto: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: $ref: '#/components/schemas/TaxEstimateGetDto' ErrorResponse: type: object properties: result: type: string description: The result of the action performed. enum: - SUCCESS - FAILURE data: type: object description: The data generated by the action performed. nullable: true error: type: array items: $ref: '#/components/schemas/ErrorItem' TaxSetupPostDto: type: object properties: countryCode: type: string description: ISO 3166-1 alpha-3 country code nullable: false example: USA state: type: string description: >- Two-character state/province abbreviation for which tax needs to be calculated nullable: false example: DC filingStatus: $ref: '#/components/schemas/FilingStatusSetup' annualW2Income: type: integer description: Annual W-2 income total, in cents format: int32 nullable: false example: 1000000 withholding: $ref: '#/components/schemas/Withholding' numExemptions: type: integer description: Number of state personal exemptions the tax filer qualifies for format: int32 nullable: false example: 1 tipIncome: type: integer description: Year-to-date W-2 income from tips, in cents format: int32 nullable: false example: 500000 overtimeIncome: type: integer description: Year-to-date W-2 income from overtime, in cents format: int32 nullable: false example: 300000 homeOffice: $ref: '#/components/schemas/HomeOffice' mileage: $ref: '#/components/schemas/Mileage' expenses: $ref: '#/components/schemas/Expenses' income: $ref: '#/components/schemas/Income' isSetupComplete: type: boolean description: Whether the user's tax profile is complete nullable: false description: Override of the user's tax profile for the estimate calculation nullable: true TaxEstimateGetDto: required: - adjustedGrossIncome - afterTaxIncome - annualPaymentDueDate - businessIncome - country - deductibleExpenses - deductibleMileageExpenses - deductibleNonMileageExpenses - expenses - federalFilingStatus - federalTax - federalTaxUnpaid - homeOfficeDeduction - otherIncome - overallTax - overallTaxSavings - overallTaxUnpaid - quarterlyEstimates - selfEmploymentDeduction - state - stateFilingStatus - stateTax - stateTaxUnpaid - w2Income - year type: object properties: country: type: string description: ISO 3166-1 alpha-3 country code example: USA state: type: string description: Two-character state/province abbreviation nullable: true example: DC year: type: integer description: Tax year for the calculation format: int32 example: 2025 federalFilingStatus: type: string description: Federal tax filing status code example: S enum: - S - M - MS - H - QW stateFilingStatus: type: string description: State tax filing status code example: S enum: - S - M - MS - H - QW w2Income: type: integer description: Year-to-date W-2 income total, in cents format: int32 businessIncome: type: integer description: Year-to-date business income, in cents format: int32 expenses: type: integer description: >- Year-to-date actual expense total (deductible and non-deductible), in cents format: int32 deductibleExpenses: type: integer description: Year-to-date deductible expense total, in cents format: int32 deductibleMileageExpenses: type: integer description: Year-to-date deductible mileage expense total, in cents format: int32 deductibleNonMileageExpenses: type: integer description: Year-to-date non-mileage deductible expenses, in cents format: int32 homeOfficeDeduction: type: integer description: Home office deduction amount, in cents format: int32 selfEmploymentDeduction: type: integer description: Self-employment deduction amount, in cents format: int32 adjustedGrossIncome: type: integer description: Adjusted gross income, in cents format: int32 overallTax: type: integer description: Overall tax amount, in cents format: int32 overallTaxSavings: type: integer description: Amount saved by tracking expenses, in cents format: int32 overallTaxUnpaid: type: integer description: Remaining overall tax to be paid, in cents format: int32 federalTaxUnpaid: type: integer description: Remaining federal tax to be paid, in cents format: int32 stateTaxUnpaid: type: integer description: Remaining state tax to be paid, in cents format: int32 annualPaymentDueDate: type: string description: Yearly due date for tax season format: date nullable: true afterTaxIncome: type: integer description: Income remaining after tax collected, in cents format: int32 otherIncome: type: integer description: Total taxable income from other sources, in cents format: int32 federalTax: $ref: '#/components/schemas/FederalTax' stateTax: $ref: '#/components/schemas/StateTax' quarterlyEstimates: $ref: '#/components/schemas/QuarterlyEstimates' description: The data generated by the action performed. ErrorItem: type: object properties: type: type: string description: The type of the error. Safe for programmatic use. enum: - UNKNOWN_ERROR - INVALID_TOKEN - EXPIRED_TOKEN - FORBIDDEN - BAD_REQUEST - JSON_ERROR - DUPLICATE - REQUIRED - INVALID_VALUE - NOT_MODIFIABLE - INVALID_FORMAT - NOT_FOUND message: type: string description: >- A human-readable message providing more details about the error. Safe for displaying to a user. param: type: string description: >- If the error is parameter-specific, the parameter related to the error. This can be used to display a message near the correct form field. description: Errors associated with the action performed, if applicable. FilingStatusSetup: type: object properties: federal: type: string description: Federal tax filing status example: SINGLE enum: - SINGLE - MARRIED - MARRIED_SEPARATELY - HEAD - WIDOWER state: type: string description: State tax filing status example: SINGLE enum: - SINGLE - MARRIED - MARRIED_SEPARATELY - HEAD - WIDOWER description: Federal and state filing status nullable: false Withholding: type: object properties: useWithholding: type: boolean description: >- Set to true if the user wants to specify their own W-2 withholding amounts example: true federalWithholding: type: integer description: Federal W-2 withholding amount, in cents format: int32 example: 100051 stateWithholding: type: integer description: State W-2 withholding amount, in cents format: int32 example: 100051 description: W-2 withholding configuration nullable: false HomeOffice: type: object properties: useHomeOfficeDeduction: type: boolean description: >- Set to true if the user wants to use the simplified home office deduction example: true homeOfficeArea: type: number description: >- Size of home office in square feet; required if using the simplified home office deduction example: 250.5 description: Home office deduction configuration nullable: false Mileage: type: object properties: useEstimate: type: boolean description: >- Set to true if the user wants to use their own annual business mileage estimate estimate: type: integer description: >- Annual business mileage estimate in miles; required if using user-estimated business mileage format: int32 example: 1000 useMileageDeduction: type: boolean description: >- Set to true if the user will use the standard mileage rate (vs actual auto expenses) example: false vehicleBusinessPercent: type: string description: Business vehicle use percentage for Canadian users example: '49.9' description: Business mileage configuration nullable: false Expenses: type: object properties: useEstimate: type: boolean description: >- Set to true if the user wants to use their own annual business expenses estimate estimate: type: integer description: >- Annual business expenses estimate, in cents; required if using user-estimated business expenses format: int32 example: 55176 description: Business expenses estimate configuration nullable: false Income: type: object properties: useEstimate: type: boolean description: >- Set to true if the user wants to use their own annual business income estimate estimate: type: integer description: >- Annual business income estimate, in cents; required if using user-estimated business income format: int32 example: 55176 description: Business income estimate configuration nullable: false FederalTax: required: - adjustedGrossIncome - alternativeMinimumTax - businessIncomeDeduction - businessIncomeDeductionEffectiveRate - businessMarginalTaxRate - dependentTaxCredit - effectiveTaxRate - effectiveTaxRateBeforeWithholding - employmentTax - federalDeduction - federalEffectiveTaxRate - federalTaxAmount - medicareSurtax - qualifiedOvertimeDeduction - qualifiedTipDeduction - selfEmploymentTax - taxAmount - taxAmountWithoutTaxCredit - taxBeforeWithholding - taxableIncome - totalTaxCredit - totalTaxCreditAppliedToTax - w2MarginalTaxRate - withholdingAppliedToTax type: object properties: w2MarginalTaxRate: type: string description: Marginal tax rate for W-2 income example: '11.67' businessMarginalTaxRate: type: string description: Marginal tax rate for self-employed income example: '11.67' adjustedGrossIncome: type: integer description: Adjusted gross income, in cents format: int32 businessIncomeDeduction: type: integer description: Deduction amount applied to business income, in cents format: int32 businessIncomeDeductionEffectiveRate: type: string description: Effective rate of deduction on business income example: '11.67' federalDeduction: type: integer description: Deduction amount applied to federal taxes, in cents format: int32 qualifiedTipDeduction: type: integer description: Qualified tip deduction, in cents format: int32 qualifiedOvertimeDeduction: type: integer description: Qualified overtime deduction, in cents format: int32 taxableIncome: type: integer description: Federal taxable income, in cents format: int32 federalEffectiveTaxRate: type: string description: Effective tax rate on federal taxable income example: '11.67' federalTaxAmount: type: integer description: Tax on federal taxable income, in cents format: int32 medicareSurtax: $ref: '#/components/schemas/MedicareSurtax' selfEmploymentTax: $ref: '#/components/schemas/SelfEmploymentTax' alternativeMinimumTax: type: integer description: Alternative minimum tax, in cents format: int32 taxAmountWithoutTaxCredit: type: integer description: Federal tax prior to credits, in cents format: int32 dependentTaxCredit: type: integer description: Total federal dependent tax credits, in cents format: int32 totalTaxCredit: type: integer description: Total federal tax credits, in cents format: int32 totalTaxCreditAppliedToTax: type: integer description: Total federal tax credits applied, in cents format: int32 taxBeforeWithholding: type: integer description: Total federal taxes due before withholding, in cents format: int32 effectiveTaxRateBeforeWithholding: type: string description: Effective rate before withholding (includes Medicare/SS) example: '11.67' withholdingAppliedToTax: type: integer description: Withholding amount applied, in cents format: int32 taxAmount: type: integer description: Total federal taxes due, in cents format: int32 effectiveTaxRate: type: string description: Effective rate on all federal taxes (includes Medicare/SS) example: '11.67' employmentTax: $ref: '#/components/schemas/EmploymentTax' description: Detailed federal tax breakdown StateTax: required: - adjustedGrossIncome - businessMarginalTaxRate - effectiveTaxRate - effectiveTaxRateBeforeWithholding - preCreditEffectiveTaxRate - stateDeduction - taxAmount - taxAmountWithoutTaxCredit - taxBeforeWithholding - taxableIncome - totalTaxCredit - totalTaxCreditAppliedToTax - w2MarginalTaxRate - withholdingAppliedToTax type: object properties: w2MarginalTaxRate: type: string description: Marginal tax rate for W-2 income example: '11.67' businessMarginalTaxRate: type: string description: Marginal tax rate for self-employed income example: '11.67' adjustedGrossIncome: type: integer description: Adjusted gross income, in cents format: int32 stateDeduction: type: integer description: Deduction amount applied to state taxes, in cents format: int32 taxableIncome: type: integer description: State taxable income, in cents format: int32 preCreditEffectiveTaxRate: type: string description: Effective tax rate before credits example: '11.67' taxAmountWithoutTaxCredit: type: integer description: State tax prior to credits, in cents format: int32 totalTaxCredit: type: integer description: Total state tax credits, in cents format: int32 totalTaxCreditAppliedToTax: type: integer description: Total state tax credits applied, in cents format: int32 taxBeforeWithholding: type: integer description: State taxes due before withholding, in cents format: int32 effectiveTaxRateBeforeWithholding: type: string description: Effective rate before withholding example: '11.67' withholdingAppliedToTax: type: integer description: Withholding amount applied, in cents format: int32 taxAmount: type: integer description: Total state taxes due, in cents format: int32 effectiveTaxRate: type: string description: Effective rate on state taxes example: '11.67' description: State tax breakdown nullable: true QuarterlyEstimates: required: - q1 - q2 - q3 - q4 type: object properties: q1: $ref: '#/components/schemas/QuarterlyTax' q2: $ref: '#/components/schemas/QuarterlyTax' q3: $ref: '#/components/schemas/QuarterlyTax' q4: $ref: '#/components/schemas/QuarterlyTax' description: Quarterly estimated tax payment breakdown MedicareSurtax: required: - earnedIncomeMedicareSurtax - investmentIncomeMedicareSurtax type: object properties: investmentIncomeMedicareSurtax: type: integer description: Additional Medicare tax on investment income, in cents format: int32 earnedIncomeMedicareSurtax: type: integer description: Additional Medicare tax on earned income, in cents format: int32 description: Additional Medicare tax breakdown SelfEmploymentTax: required: - medicareEffectiveTaxRate - medicareTax - medicareTaxableIncome - socialSecurityEffectiveTaxRate - socialSecurityTax - socialSecurityTaxableIncome - taxAmount type: object properties: socialSecurityTaxableIncome: type: integer description: Taxable income for Social Security, in cents format: int32 socialSecurityEffectiveTaxRate: type: string description: Social Security effective tax rate example: '11.67' socialSecurityTax: type: integer description: Social Security tax on self-employment income, in cents format: int32 medicareTaxableIncome: type: integer description: Taxable income for Medicare, in cents format: int32 medicareEffectiveTaxRate: type: string description: Medicare effective tax rate example: '11.67' medicareTax: type: integer description: Medicare tax on self-employment income, in cents format: int32 taxAmount: type: integer description: Overall self-employment tax amount, in cents format: int32 description: Self-employment tax breakdown EmploymentTax: required: - medicareEffectiveTaxRate - medicareTax - medicareTaxableIncome - socialSecurityEffectiveTaxRate - socialSecurityTax - socialSecurityTaxableIncome - taxAmount type: object properties: socialSecurityTaxableIncome: type: integer description: Taxable income for Social Security, in cents format: int32 socialSecurityEffectiveTaxRate: type: string description: Social Security effective tax rate example: '11.67' socialSecurityTax: type: integer description: Social Security tax paid by employer, in cents format: int32 medicareTaxableIncome: type: integer description: Taxable income for Medicare, in cents format: int32 medicareEffectiveTaxRate: type: string description: Medicare effective tax rate example: '11.67' medicareTax: type: integer description: Medicare tax paid by employer, in cents format: int32 taxAmount: type: integer description: Overall employment tax amount, in cents format: int32 description: Employment tax breakdown QuarterlyTax: required: - dueDate - federalTax - stateTax type: object properties: dueDate: type: string description: Due date for the quarter's tax payment format: date federalTax: $ref: '#/components/schemas/TaxDetail' stateTax: $ref: '#/components/schemas/TaxDetail' description: Q4 estimated tax details TaxDetail: required: - paymentsAllocatedFromPast - paymentsBalance - paymentsRolledOverToFuture - taxOwed - taxPaid type: object properties: taxOwed: type: integer description: Tax amount owed before payments, in cents format: int32 taxPaid: type: integer description: Tax amount paid, in cents format: int32 paymentsAllocatedFromPast: type: integer description: Payment rolled over from past quarters, in cents format: int32 paymentsRolledOverToFuture: type: boolean description: Whether payments roll over to future quarters paymentsBalance: type: integer description: Remaining tax amount owed, in cents format: int32 description: State tax detail for this quarter securitySchemes: EmbedToken: type: http description: >- Bearer authentication header of the form `Bearer `, see [Authentication for more detail](/api-reference/authentication#partner-level-authentication). scheme: bearer ````