Skip to content

API Documentation

ConceptsThe Worklayer platformAuthenticationRate LimitsError handling

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

JobsThe Job ResourceRetrieve a job by short IDThe job creation flowThe Info Gathering ChecklistCreate a job from a templateRetrieve questionnaireSubmit questionnaire answersRequest a specific ProRequest a previous ProAssign a supporting clientRemove a supporting clientSubmit a jobRetrieve a list of your jobsList job documentsDelete a jobRetrieve a job checklistComplete info gathering for a jobRequest cancellationRequest reopen

Relationship ManagerRelationship Manager ResourceRetrieve a job relationship manager

Job ProgressionsApprove a draftReject a draftMark job as ready to file

ConsultationsThe Consultation ResourceGet a consultationList consultations

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

Job NotesThe Job Note ResourceCreate a job noteGet a job noteList job notes

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 documentDelete a document

Document TypesThe Document Type ResourceList document types

MessagesThe Message ResourceSend a messageList messagesGet unread countMark messages read

OCRStart OCR processingGet OCR results

WebhooksConsume webhook eventsEvent resourcesCheck signatures

Magic LinkDashboardJob DetailsWaitlist

PortalPortal embeddingPortal translations

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.

Rate limits are enforced at the network edge, before the request reaches the API. A 429 response therefore does not carry the Problem Details error body described in Error Handling. Rely on the status code only, wait, and retry with backoff.

Policies

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

Last updated on October 2, 2026

Privacy Policy Terms & Conditions© 2026 Taxfyle