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API Documentation

ConceptsThe Worklayer platformAuthentication

MemberThe Member ResourceCreate a memberRetrieve a list of membersUpdate 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 messages

OCRStart OCR processingGet OCR results

WebhooksConsume webhook eventsEvent resourcesCheck signatures

Magic LinkDashboardJob DetailsWaitlist

GuidesFilteringPostman Collection

Approve a Draft

Approve a draft return submitted by the Pro.

The approve draft endpoint allows you to approve a draft return that has been submitted by the Pro. Once approved, the job progression moves forward, signaling that the client has reviewed and accepted the draft.

This endpoint is typically used when a Pro has completed a draft return and submitted it for client review. The client can then approve the draft to proceed to the next stage of the job.

Endpoint

Method	Url
`POST`	`v1.0/jobs/{job_id}/approve_draft`

Url Parameters

job_id

•

guid

ID of the job with the draft to approve.

Sample Request

Copied
1curl -X POST 'https://api.worklayer.com/v1.0/jobs/499d692d-67aa-4127-a45c-b9e27f54afad/approve_draft' \
2-H 'Authorization: Bearer {token}'

Response

Returns the updated job object with the draft approved progression status. See the job reference page for the full job object structure.

Sample Response

Copied
1{
2  "id": "499d692d-67aa-4127-a45c-b9e27f54afad",
3  "short_id": "TWQXJWMABW8",
4  "name": "The name of the job",
5  "description": "Tony Stark | 2021 | 1040",
6  "status": "IN_PROGRESS",
7  "create_time": "2021-04-28T13:45:25.781Z",
8  "update_time": "2021-04-28T13:52:27.379Z",
9  "transmit_time": "2022-11-30T20:26:23.1891131Z",
10  "deadline_time": "2022-12-05T20:53:27.994Z",
11  "total_amount": 10,
12  "members": [
13    {
14      "role": "CHAMPION",
15      "type": "CLIENT",
16      "user_id": "a4feef24-00da-4340-8b7c-a532e0607fdd",
17      "given_name": "Tony",
18      "family_name": "Stark",
19      "display_name": "Tony Stark"
20    }
21  ],
22  "current_progress_step": {
23    "step": "DRAFT_APPROVED",
24    "date_updated": "2025-11-04T15:30:00.123456Z"
25  }
26}

Last updated on November 4, 2025

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