Project Status
Projects
Project Status
Get detailed status and progress information for a tax project
GET
Project Status
Overview
The Project Status endpoint provides comprehensive information about a tax project’s current state, progress, outstanding items, and estimated completion timeline.Request
Path Parameters
Unique project identifier.
Response
Project identifier.
Associated account ID.
Project type:
tax_return, quarterly_estimate, tax_planning, equity_planning.Current status:
waiting_on_client, in_progress, in_review, completed.Completion percentage (0-100).
Combined list of missing documents and open requests to client.
Estimated completion date.