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.
Examples
import requests
account_id = 12345
url = f"https://api.fifteenth.com/v1beta/accounts/{account_id}/projects"
headers = {
"Authorization": "Bearer 15th_your_api_key_here"
}
params = {"tax_year": 2024}
response = requests.get(url, headers=headers, params=params)
data = response.json()
print(f"Found {data['total_count']} projects")
for project in data['projects']:
print(f"- {project['type']}: {project['status']}")
Sample Response
{
"projects": [
{
"id": 12345,
"type": "tax_return",
"tax_year": 2024,
"status": "in_progress",
"progress_percentage": 65,
"created_at": "2024-01-15T10:00:00Z",
"estimated_completion": "2024-02-15T00:00:00Z"
},
{
"id": 67890,
"type": "quarterly_estimate",
"tax_year": 2024,
"status": "waiting_on_client",
"progress_percentage": 20,
"created_at": "2024-01-10T14:30:00Z",
"estimated_completion": "2024-03-15T00:00:00Z"
}
],
"total_count": 2
}