List Projects
Projects
List Projects
Retrieve all tax projects for a client account
GET
List Projects
Overview
The List Projects endpoint returns all tax projects for a client account. Projects represent distinct workflows (tax returns, estimates, planning, equity planning) with their own requirements and deliverables.Request
Path Parameters
Account identifier to list projects for.
Query Parameters
Filter projects by tax year.
Filter by type:
tax_return, quarterly_estimate, tax_planning, equity_planning.Filter by status:
waiting_on_client, in_progress, in_review, completed.Response
Array of project objects with status and progress information.
Total number of projects.