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API Documentation

ConceptsThe Worklayer platformAuthenticationRate Limits

MemberThe Member ResourceCreate a memberRetrieve a memberRetrieve a member by external IDRetrieve 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

PortalPortal embedding

GuidesFilteringPostman Collection

Member

Resource representing a member belonging to a workspace.

The Member resource contains information about a user specifically configured to your workspace.

Endpoints

Method	Url
`GET`	`/v1.0/members/{user_id}`
`GET`	`/v1.0/members`
`POST`	`/v1.0/members`
`PATCH`	`/v1.0/members/{user_id}`
`POST`	`/v1.0/members/{user_id}/accept_terms`

Properties

email

The email of the member.

user_id

The user ID of the member.

external_id

An optional external ID for the member.

create_time

The time the user became a member of the workspace.

update_time

The time the user was last updated as a member of the workspace.

Copied
1{
2  "email": "tony@stark.com",
3  "external_id": "2ee90898-6b84-4139-8560-d76b40c914ec",
4  "user_id": "1232-1232-1232-1232-1232",
5  "create_time": "2020-01-01T00:00:00Z",
6  "update_time": "2020-01-01T00:00:00Z"
7}

Next steps

Last updated on December 18, 2025

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