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API Documentation

ConceptsThe Worklayer platformAuthenticationRate Limits

MemberThe Member ResourceCreate a memberRetrieve a list of membersUpdate a memberAccept terms for a member

JobsThe Job ResourceThe job creation flowThe Info Gathering ChecklistCreate a job from a templateRetrieve questionnaireSubmit questionnaire answersRequest a specific ProRequest a previous ProSubmit a jobRetrieve a list of your jobsList job documentsDelete a jobRetrieve a job checklistComplete info gathering for a jobRequest cancellationRequest reopen

Job ProgressionsApprove a draftReject a draftMark job as ready to file

ConsultationsThe Consultation Resource

Scope Change RequestsChange job scopeList consultation service itemsCreate job scope change requestApprove a job scope changeReject a job scope change

Job TemplatesThe Job Template ResourceRetrieve available job templates

Personal ProfilesThe Personal Profile ResourceRetrieve a personal profileSave a personal profileProvide a personal profile to a jobRetrieve a personal profile for a job

Spousal ProfilesThe Spousal Profile ResourceRetrieve a spousal profileSave a spousal profileProvide a spousal profile to a jobRetrieve a spousal profile for a job

Dependent ProfilesThe Dependent Profile ResourceList dependent profilesRetrieve a dependent profileCreate a dependent profileUpdate a dependent profileDelist a dependent profileProvide a dependent profile to a jobRemove a dependent profile from a jobRetrieve dependent profiles for a job

Business ProfilesThe Business Profile ResourceList business profilesCreate a business profileUpdate a business profileRetrieve a business profileRetrieve a business profile for a jobDelist a business profileProvide a business profile to a job

Tax Refund MethodsThe Tax Refund Method ResourceList tax refund methodsCreate a tax refund methodRetrieve a tax refund methodRetrieve a tax refund method for a jobUpdate a tax refund methodDelist a tax refund methodProvide a personal refund methodProvide a business refund method

DocumentsThe Document ResourceCreate a documentGet a documentDownload a document

Document TypesThe Document Type ResourceList document types

MessagesThe Message ResourceSend a messageList messagesGet unread count

OCRStart OCR processingGet OCR results

WebhooksConsume webhook eventsEvent resourcesCheck signatures

Magic LinkDashboardJob DetailsWaitlist

GuidesFilteringPostman Collection

Rate Limits

Our rate limits are enforced per-IP address. This means that if you have multiple services on the same network sending requests to our API, those requests will all count towards the same limit if their source IP address is the same NAT IP.

If a client sends a request and exceeds one of our rate limits, a response is sent with status code 429. Requests are throttled based on a rolling window.

Policies

HTTP GET: 2000 per 1 minute
All other methods: 25 per 10 seconds

Last updated on November 7, 2025

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