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POST
/
v5
/
taxes
/
getEstimates
Get tax estimates
curl --request POST \
  --url https://sandbox.hurdlr.com/rest/v5/taxes/getEstimates \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: */*' \
  --data '
{
  "period": "YTD",
  "userTaxSetup": {
    "taxCountryCode": "<string>",
    "federalFilingStatus": "SINGLE",
    "stateFilingStatus": "SINGLE",
    "taxState": "DC",
    "annualW2Income": 10000,
    "tipIncome": 5000,
    "overtimeIncome": 3000,
    "useW2Withholding": true,
    "federalW2Withholding": 1000.51,
    "stateW2Withholding": 1000.51,
    "numExemptions": 1,
    "useHomeOfficeDeduction": true,
    "homeOfficeArea": 250.5,
    "vehicleBusinessPercent": 49.9,
    "useMileageDeduction": false,
    "useUserEstimatedBusinessMileage": true,
    "userEstimatedBusinessMileage": 1000,
    "useUserEstimatedBusinessExpenses": true,
    "userEstimatedBusinessExpenses": 551.76,
    "useUserEstimatedBusinessRevenue": true,
    "userEstimatedBusinessRevenue": 551.76
  }
}
'
{
  "country": "<string>",
  "state": "<string>",
  "year": 123,
  "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": "2023-11-07T05:31:56Z",
  "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

*/*
period
enum<string>

The period to receive summarized data for

Available options:
ANNUAL_PROJECTED,
YTD,
LAST_YEAR
Example:

"YTD"

userTaxSetup
object

Override of the user's tax profile

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 actual expense total (deductible and non-deductible) for P&L purposes

deductibleExpenses
number

The year-to-date deductible expense 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
stateTax
object
quarterlyEstimates
object