> ## 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.hurdlr.com/rest/v1/devUtils/documentation?version=5&Authorization=dexfeE6aRK3zwXP4ku5aWm8w&env=sandbox post /v5/taxes/getEstimates 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.hurdlr.com/rest description: Staging Environment - url: https://prod.hurdlr.com/rest description: Production Environment security: - accessTokenSecurity: [] - basicSecurity: [] tags: - name: Authentication - name: Banks - name: Business & Client Management - name: Invoicing - name: Revenue - name: Investments - name: Payouts - name: Bills - name: Expenses - name: Payroll - name: Reports - name: Accounting - name: Mileage - name: Taxes - name: Time Tracking - name: Imports - name: Files - name: Accountant - name: Audit Trail - name: Support - name: Tax Engine Express - name: Interview Endpoint - name: Ledgering - name: Configuration - name: Templates paths: /v5/taxes/getEstimates: post: tags: - Taxes summary: Get tax estimates description: >- Get a summary of a user's tax obligations; also useful for displaying a real-time P&L operationId: postGetEstimates requestBody: content: '*/*': schema: $ref: '#/components/schemas/PostGetEstimatesParamV5' required: true responses: '200': description: Successful operation content: application/json: schema: $ref: '#/components/schemas/USTaxEstimatesDTOV5ForSerialization' security: - accessTokenSecurity: [] components: schemas: PostGetEstimatesParamV5: type: object properties: period: type: string description: The period to receive summarized data for example: YTD enum: - ANNUAL_PROJECTED - YTD - LAST_YEAR userTaxSetup: $ref: '#/components/schemas/PostGetEstimatesUserTaxSetupDTOV5' USTaxEstimatesDTOV5ForSerialization: type: object properties: country: type: string description: The ISO 3166-1 alpha-3 country code state: type: string description: >- The two-character state (or Province) abbreviation for which tax needs to be calculated on year: type: integer description: Tax year for which tax needs to be calculated on format: int32 federalFilingStatus: type: string description: The tax filing status code at the federal level example: S enum: - S - M - MS - H - QW stateFilingStatus: type: string description: The tax filing status code at the state level example: S enum: - S - M - MS - H - QW w2Income: type: number description: >- The year-to-date W2 income total for which tax needs to be calculated on businessIncome: type: number description: >- The year-to-date business income for which tax needs to be calculated on expenses: type: number description: >- The year-to-date actual expense total (deductible and non-deductible) for P&L purposes deductibleExpenses: type: number description: >- The year-to-date deductible expense total for which tax needs to be calculated on deductibleMileageExpenses: type: number description: The year-to-date deductible expense total originating from mileage deductibleNonMileageExpenses: type: number description: >- The year-to-date deductible expense total not originating from mileage homeOfficeDeduction: type: number description: Home office deduction selfEmploymentDeduction: type: number description: Self employment deduction adjustedGrossIncome: type: number description: Adjusted gross income overallTax: type: number description: Overall tax amount overallTaxSavings: type: number description: Overall amount saved by tracking expenses with Tight overallTaxUnpaid: type: number description: Remaining tax amount to be paid federalTaxUnpaid: type: number description: Remaining federal tax amount to be paid stateTaxUnpaid: type: number description: Remaining state tax amount to be paid annualPaymentDueDate: type: string description: Yearly due date for this year's tax season format: date-time afterTaxIncome: type: number description: Income remaining after tax collected otherIncome: type: number description: >- Total taxable income from sources other than wages, tips, and business federalTax: $ref: '#/components/schemas/FederalTaxDTOV5' stateTax: $ref: '#/components/schemas/StateTaxDTOV5' quarterlyEstimates: $ref: '#/components/schemas/QuarterlyTaxesDTOV3' PostGetEstimatesUserTaxSetupDTOV5: type: object properties: taxCountryCode: type: string description: The ISO 3166-1 alpha-3 country code federalFilingStatus: type: string description: The Tax Federal Filing Status example: SINGLE enum: - SINGLE - MARRIED - MARRIED_SEPARATELY - HEAD - WIDOWER stateFilingStatus: type: string description: The Tax State Filing Status example: SINGLE enum: - SINGLE - MARRIED - MARRIED_SEPARATELY - HEAD - WIDOWER taxState: type: string description: >- The two-character State (or Province) abbreviation for which tax needs to be calculated on example: DC annualW2Income: type: number description: The annual W-2 income total for which tax needs to be calculated on example: 10000 tipIncome: type: number description: >- The year-to-date amount of w2 income that the filer has earned from tips example: 5000 overtimeIncome: type: number description: >- The year-to-date amount of w2 income that the filer has earned from overtime example: 3000 isSetupComplete: type: boolean description: Whether or not the current user's tax profile is complete readOnly: true useW2Withholding: type: boolean description: >- Should be set to true if the user wants to specify their own W-2 Withholding amounts example: true federalW2Withholding: type: number description: >- Federal W-2 Withholding amount, if the user wants to specify their own custom amount example: 1000.51 stateW2Withholding: type: number description: >- State W-2 Withholding amount, if the user wants to specify their own custom amount example: 1000.51 numExemptions: type: integer description: The number of state personal exemptions the tax filer qualifies for format: int32 example: 1 useHomeOfficeDeduction: type: boolean description: >- If the user wants to use the Simplified Home Office Deduction, this should be set to true. example: true homeOfficeArea: type: number description: >- Size of home office in sq. ft; required if using the Simplified Home Office Deduction example: 250.5 vehicleBusinessPercent: type: number description: >- Canadian users can provide their own business vehicle percentage (instead of using the mileage numbers to determine percentage) example: 49.9 useMileageDeduction: type: boolean description: >- The IRS dictates that you can only use the Standard Mileage Rate or Actual Auto Expenses. Set this to true if the user will be using the Standard Mileage Rate example: false useUserEstimatedBusinessMileage: type: boolean description: >- If the user wants to use their own annual business mileage estimate, this should be set to true. userEstimatedBusinessMileage: type: number description: >- Annual business mileage estimate, in miles; required if using user-estimated business mileage example: 1000 useUserEstimatedBusinessExpenses: type: boolean description: >- If the user wants to use their own annual business expenses estimate, this should be set to true. userEstimatedBusinessExpenses: type: number description: >- Annual business expenses estimate, required if using user-estimated business expenses example: 551.76 useUserEstimatedBusinessRevenue: type: boolean description: >- If the user wants to use their own annual business income estimate, this should be set to true. userEstimatedBusinessRevenue: type: number description: >- Annual business income estimate, required if using user-estimated business income example: 551.76 description: >- Override of the user's tax profile FederalTaxDTOV5: type: object properties: w2MarginalTaxRate: type: number description: Marginal tax rate for W-2 income businessMarginalTaxRate: type: number description: Marginal tax rate for self-employed income adjustedGrossIncome: type: number description: Adjusted gross income businessIncomeDeduction: type: number description: Deduction amount applied to business income businessIncomeDeductionEffectiveRate: type: number description: Effective rate of deduction applied to business income federalDeduction: type: number description: Deduction amount applied to federal taxes qualifiedTipDeduction: type: number description: Qualified tip deduction qualifiedOvertimeDeduction: type: number description: Qualified overtime deduction taxableIncome: type: number description: Federal taxable income federalEffectiveTaxRate: type: number description: Effective tax rate on federal taxable income federalTaxAmount: type: number description: Tax on federal taxable income medicareSurtax: $ref: '#/components/schemas/MedicareSurtaxDTOV5' selfEmploymentTax: $ref: '#/components/schemas/SelfEmploymentTaxDTOV5' tentativeMinimumTax: type: number description: Tentative minimum tax alternativeMinimumTax: type: number description: Alternative minimum tax taxAmountWithoutTaxCredit: type: number description: Federal tax amount prior to any tax credits being applied dependentTaxCredit: type: number description: >- Total amount of federal dependent tax credits that the user qualifies for totalTaxCredit: type: number description: Total of all federal tax credits that the user qualifies for totalTaxCreditAppliedToTax: type: number description: Total of all federal tax credits applied taxBeforeWithholding: type: number description: Total taxes due federally before withholding is applied effectiveTaxRateBeforeWithholding: type: number description: >- Effective tax rate from all taxes due federally before withholding is applied including medicare and social security withholdingAppliedToTax: type: number description: Amount of withholding applied to taxes taxAmount: type: number description: Total taxes due federally effectiveTaxRate: type: number description: >- Effective tax rate from all taxes due federally including medicare and social security employmentTax: $ref: '#/components/schemas/EmploymentTaxDTOV5' StateTaxDTOV5: type: object properties: w2MarginalTaxRate: type: number description: Marginal tax rate for W-2 income businessMarginalTaxRate: type: number description: Marginal tax rate for self-employed income adjustedGrossIncome: type: number description: Adjusted gross income stateDeduction: type: number description: Deduction amount applied to state taxes taxableIncome: type: number description: State taxable income preCreditEffectiveTaxRate: type: number description: Effective tax rate before any credits are applied taxAmountWithoutTaxCredit: type: number description: State tax amount prior to any tax credits being applied totalTaxCredit: type: number description: Total of all state tax credits that the user qualifies for totalTaxCreditAppliedToTax: type: number description: Total of all state tax credits applied taxBeforeWithholding: type: number description: Taxes due to the state before withholding effectiveTaxRateBeforeWithholding: type: number description: Effective tax rate of taxes due to the state before withholding withholdingAppliedToTax: type: number description: Amount of withholding applied to taxes taxAmount: type: number description: Total taxes due to the state effectiveTaxRate: type: number description: Effective tax rate of taxes due to the state QuarterlyTaxesDTOV3: type: object properties: q1: $ref: '#/components/schemas/QuarterlyTax' q2: $ref: '#/components/schemas/QuarterlyTax' q3: $ref: '#/components/schemas/QuarterlyTax' q4: $ref: '#/components/schemas/QuarterlyTax' MedicareSurtaxDTOV5: type: object properties: investmentIncomeMedicareSurtax: type: number description: Additional medicare tax owed on investment income earnedIncomeMedicareSurtax: type: number description: Additional medicare tax owed on earned income SelfEmploymentTaxDTOV5: type: object properties: socialSecurityTaxableIncome: type: number description: Taxable income for social security socialSecurityEffectiveTaxRate: type: number description: Social security effective tax rate socialSecurityTax: type: number description: Social security tax amount due on self-employment income medicareTaxableIncome: type: number description: Taxable income for medicare medicareEffectiveTaxRate: type: number description: Medicare effective tax rate medicareTax: type: number description: Medicare tax amount due on self-employment income taxAmount: type: number description: Overall self-employment tax amount EmploymentTaxDTOV5: type: object properties: socialSecurityTaxableIncome: type: number description: Taxable income for social security socialSecurityEffectiveTaxRate: type: number description: Social security effective tax rate socialSecurityTax: type: number description: Social security tax estimate paid by employer medicareTaxableIncome: type: number description: Taxable income for medicare medicareEffectiveTaxRate: type: number description: Medicare effective tax rate medicareTax: type: number description: Medicare tax estimate paid by employer taxAmount: type: number description: Overall employment tax amount QuarterlyTax: type: object properties: dueDate: type: string description: Due date for this quarter's payment format: date federalTax: $ref: '#/components/schemas/TaxDetail' stateTax: $ref: '#/components/schemas/TaxDetail' TaxDetail: type: object properties: taxOwed: type: number description: Tax amount owed before considering payments taxPaid: type: number description: Tax amount paid paymentsAllocatedFromPast: type: number description: Amount of payment rolled over from past quarters paymentsRolledOverToFuture: type: boolean description: >- Whether payments from this quarter are rolled over to future quarters paymentsBalance: type: number description: Remaining tax amount owed securitySchemes: accessTokenSecurity: type: oauth2 flows: implicit: authorizationUrl: /auth/account scopes: write: '' ````