Calculate Taxes - Tight API

curl --request POST \ --url https://sandbox.hurdlr.com/rest/v5/taxEngineExpress/calculateTax \ --header 'Authorization: Bearer <token>' \ --header 'Content-Type: */*' \ --data ' { "client_id": "fake_client_id", "userId": "fake_userId", "state": "DC", "year": 2019, "filingStatusCode": "S", "businessIncome": 100000, "businessExpenses": 5000, "personalExpenses": [ { "category": "MEDICAL_AND_DENTAL", "amount": 1000 } ], "mileage": 500, "w2Income": 10000, "tipIncome": 5000, "overtimeIncome": 3000, "numExemptions": 1, "taxPeriod": "YTD", "testDate": "2023-12-25", "taxPayments": [ { "date": "2019-09-14", "region": "FEDERAL", "period": "Q1", "amount": 1000.51 } ], "useManualW2Withholding": true, "federalW2Withholding": 5000, "stateW2Withholding": 3000, "wageExpenses": 0, "otherIncomes": [ { "type": "FEDERAL_OR_TERRITORIES_INTEREST", "amount": 3000 } ], "businessType": "CONSULTANT", "entityType": "SOLE_PROPRIETORSHIP", "numDependents": 1, "numOtherDependents": 1, "numStateDependents": 1, "numStateOtherDependents": 1, "alternativeMinimumTaxAdjustments": [ { "type": "TAXABLE_REFUNDS", "amount": 1000 } ], "spouse": { "businessIncome": 100000, "businessExpenses": 5000, "personalExpenses": [ { "category": "MEDICAL_AND_DENTAL", "amount": 1000 } ], "mileage": 500, "w2Income": 10000, "otherIncomes": [ { "type": "FEDERAL_OR_TERRITORIES_INTEREST", "amount": 3000 } ], "entityType": "SOLE_PROPRIETORSHIP", "alternativeMinimumTaxAdjustments": [ { "type": "TAXABLE_REFUNDS", "amount": 1000 } ], "numDependents": 1, "numOtherDependents": 1, "numStateDependents": 1, "numStateOtherDependents": 1 } } '

{ "country": "<string>", "state": "<string>", "year": 123, "federalFilingStatus": "S", "stateFilingStatus": "S", "w2Income": 123, "businessIncome": 123, "expenses": 123, "businessExpenses": 123, "personalExpenses": 123, "deductibleExpenses": 123, "deductibleMileageExpenses": 123, "deductibleNonMileageExpenses": 123, "homeOfficeDeduction": 123, "selfEmploymentDeduction": 123, "adjustedGrossIncome": 123, "overallTax": 123, "overallTaxSavings": 123, "overallTaxUnpaid": 123, "federalTaxUnpaid": 123, "stateTaxUnpaid": 123, "annualPaymentDueDate": "2023-11-07T05:31:56Z", "afterTaxIncome": 123, "otherIncome": 123, "federalTax": { "w2MarginalTaxRate": 123, "businessMarginalTaxRate": 123, "adjustedGrossIncome": 123, "businessIncomeDeduction": 123, "businessIncomeDeductionEffectiveRate": 123, "federalDeduction": 123, "qualifiedTipDeduction": 123, "qualifiedOvertimeDeduction": 123, "taxableIncome": 123, "federalEffectiveTaxRate": 123, "federalTaxAmount": 123, "medicareSurtax": { "investmentIncomeMedicareSurtax": 123, "earnedIncomeMedicareSurtax": 123 }, "selfEmploymentTax": { "socialSecurityTaxableIncome": 123, "socialSecurityEffectiveTaxRate": 123, "socialSecurityTax": 123, "medicareTaxableIncome": 123, "medicareEffectiveTaxRate": 123, "medicareTax": 123, "taxAmount": 123 }, "tentativeMinimumTax": 123, "alternativeMinimumTax": 123, "taxAmountWithoutTaxCredit": 123, "dependentTaxCredit": 123, "totalTaxCredit": 123, "totalTaxCreditAppliedToTax": 123, "taxBeforeWithholding": 123, "effectiveTaxRateBeforeWithholding": 123, "withholdingAppliedToTax": 123, "taxAmount": 123, "effectiveTaxRate": 123, "employmentTax": { "socialSecurityTaxableIncome": 123, "socialSecurityEffectiveTaxRate": 123, "socialSecurityTax": 123, "medicareTaxableIncome": 123, "medicareEffectiveTaxRate": 123, "medicareTax": 123, "taxAmount": 123 } }, "stateTax": { "w2MarginalTaxRate": 123, "businessMarginalTaxRate": 123, "adjustedGrossIncome": 123, "stateDeduction": 123, "taxableIncome": 123, "preCreditEffectiveTaxRate": 123, "taxAmountWithoutTaxCredit": 123, "totalTaxCredit": 123, "totalTaxCreditAppliedToTax": 123, "taxBeforeWithholding": 123, "effectiveTaxRateBeforeWithholding": 123, "withholdingAppliedToTax": 123, "taxAmount": 123, "effectiveTaxRate": 123 }, "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

The access token received from the authorization server in the OAuth 2.0 flow.

Body

*/*

tax calculation parameters

Parameters for the v5 calculateTax endpoint

client_id

string

required

The client_id of the Tight Partner

Example:

"fake_client_id"

userId

string

required

An anonymized userId, used for tracking API usage. The Tight Partner decides how to anonymize it.

Example:

"fake_userId"

state

string

required

The two-character State abbreviation for which tax needs to be calculated on

Example:

"DC"

year

integer<int32>

required

Tax year for which tax needs to be calculated on

Example:

2019

filingStatusCode

enum<string>

The Tax Filing Status Code

Available options:

S,

M,

MS,

H,

QW

businessIncome

number

The year-to-date business income for which tax needs to be calculated on

Example:

100000

businessExpenses

number

The year-to-date deductible expense total for which tax needs to be calculated on

Example:

5000

personalExpenses

object[]

Array of JSON objects, where each object represents a personal expense for itemized deductions (Form 1040 Schedule A). You can also total many personal expenses together into one object, if they have the same category.

Show child attributes

mileage

number

The year-to-date deductible mileage total (specified in miles, not dollars) for which tax needs to be calculated on

Example:

500

w2Income

number

The year-to-date W2 income total for which tax needs to be calculated on

Example:

10000

tipIncome

number

The year-to-date tip income total for which tax needs to be calculated on

Example:

5000

overtimeIncome

number

The year-to-date overtime income total for which tax needs to be calculated on

Example:

3000

numExemptions

integer<int32>

The number of state personal exemptions the tax filer qualifies for

Example:

1

taxPeriod

enum<string>

Period for which tax needs to get calculated, defaults to YTD

Available options:

YTD,

ANNUAL_PROJECTED,

YTD,

ANNUAL_PROJECTED

testDate

string<date>

Date that the TaxEngine should treat as 'today', e.g. if you are trying to simulate a future scenario for test purposes. This field should be empty when deployed in production.

taxPayments

object[]

Array of JSON objects, where each object represents a tax payment

Show child attributes

useManualW2Withholding

boolean

True if the user wants to specify their own withholdings, as opposed to using our estimated withholdings

federalW2Withholding

number

Federal income tax that was withheld from wages; only utilized if useManualW2Witholding is true

Example:

5000

stateW2Withholding

number

State income tax that was withheld from wages; only utilized if useManualW2Witholding is true

Example:

3000

wageExpenses

number

The year-to-date business W-2 wage expenses total. Used to calculate Schedule A (Form 8995-A).

Example:

0

otherIncomes

object[]

Array of JSON objects, where each object represents one income. You can also total many income together into one object, if they have the same incomeType

Show child attributes

businessType

enum<string>

Business type of tax filer, for determining whether they qualify as a Specified Service Trade or Business

Available options:

CONSULTANT,

DRIVER,

E_COMMERCE,

FREELANCER,

HOST,

INSURANCE_AGENT,

OTHER,

REAL_ESTATE_AGENT,

RETAIL,

SALES

entityType

enum<string>

Type of entity belonging to the tax filer, defaults to SOLE_PROPRIETORSHIP

Available options:

SOLE_PROPRIETORSHIP,

LLP,

LLC,

S_CORP,

C_CORP

numDependents

integer<int32>

The number of qualifying children under age 17 with a social security number

Example:

1

numOtherDependents

integer<int32>

The number of other dependents, including qualifying children 17 or older or who do not have a social security number

Example:

1

numStateDependents

integer<int32>

The number of qualifying dependents at the state level. See State Dependents Documentation for state specific info.

Example:

1

numStateOtherDependents

integer<int32>

The number of other qualifying dependents at the state level. See State Dependents Documentation for state specific info.

Example:

1

alternativeMinimumTaxAdjustments

object[]

Array of JSON objects, where each object represents one alternative minimum tax adjustment (Form 6251). You can also total many alternative minimum tax adjustments together into one object, if they have the same type.

Show child attributes

spouse

object

JSON object representing spouse-specific input fields. Used when the tax filing status code is M or MS

Show child attributes

Response

200 - application/json

Successful operation

country

string

The ISO 3166-1 alpha-3 country code

state

string

The two-character state (or Province) abbreviation for which tax needs to be calculated on

year

integer<int32>

Tax year for which tax needs to be calculated on

federalFilingStatus

enum<string>

The tax filing status code at the federal level

Available options:

S,

M,

MS,

H,

QW

Example:

"S"

stateFilingStatus

enum<string>

The tax filing status code at the state level

Available options:

S,

M,

MS,

H,

QW

Example:

"S"

w2Income

number

The year-to-date W2 income total for which tax needs to be calculated on

businessIncome

number

The year-to-date business income for which tax needs to be calculated on

expenses

number

The year-to-date deductible expense total for which tax needs to be calculated on

businessExpenses

number

The year-to-date business expenses total for which tax needs to be calculated on

personalExpenses

number

The year-to-date deductible personal expenses total for which tax needs to be calculated on

deductibleExpenses

number

The year-to-date deductible expenses total for which tax needs to be calculated on

deductibleMileageExpenses

number

The year-to-date deductible expense total originating from mileage

deductibleNonMileageExpenses

number

The year-to-date deductible expense total not originating from mileage

homeOfficeDeduction

number

Home office deduction

selfEmploymentDeduction

number

Self employment deduction

adjustedGrossIncome

number

Adjusted gross income

overallTax

number

Overall tax amount

overallTaxSavings

number

Overall amount saved by tracking expenses with Tight

overallTaxUnpaid

number

Remaining tax amount to be paid

federalTaxUnpaid

number

Remaining federal tax amount to be paid

stateTaxUnpaid

number

Remaining state tax amount to be paid

annualPaymentDueDate

string<date-time>

Yearly due date for this year's tax season

afterTaxIncome

number

Income remaining after tax collected

otherIncome

number

Total taxable income from sources other than wages, tips, and business

federalTax

object

Show child attributes

stateTax

object

Show child attributes

quarterlyEstimates

object

Show child attributes

Reference

Authorizations

Body

Response