---
title: "POST /checklist/opportunities"
method: POST
path: "/checklist/opportunities"
tags: ["checklist"]
---

# POST /checklist/opportunities

`POST /checklist/opportunities`

## Request

- Base URL: `https://api.betteroff.finance`
- URL: `https://api.betteroff.finance/checklist/opportunities`
- Auth: HTTP bearer

## Request body

- object
  - `id` string, uuid, required
  - `strategy` string, required
  - `year` integer, required
  - `profile` object
    - `personId` string, uuid, required
    - `taxUnit` object
      - `id` string, uuid, required
      - `entities` object[], required
        - `id` string, uuid, required
        - `kind` 'person' | 'employer' | 'business' | 'property' | 'trust', required
        - `name` string, required
      - `relationships` object[], required
        - `kind` 'taxpayer' | 'spouse' | 'dependent' | 'employee' | 'owner' | 'beneficiary' | 'trustee', required
        - `from` string, uuid, required
        - `to` string, uuid, nullable, required
        - `confirmed` boolean, required
      - `allocations` object[], required
        - `resourceId` string, uuid, required
        - `personId` string, uuid, required
        - `shareBps` integer, nullable, required
        - `confirmed` boolean, required
    - `personName` string, required
    - `filingStatus` 'unknown' | 'single' | 'joint' | 'separate' | 'head' | 'surviving', required
  - `linkedAccountIds` string[]
  - `childcare` object
    - `employer` string, required
    - `source` string, required
    - `termsConfirmed` boolean, required
    - `planLimit` string, required
    - `eligibleCosts` string, required
    - `otherBenefits` string, required
    - `earnedIncome` string, required
    - `spouseEarnedIncome` string, required
    - `filing` 'unknown' | 'single' | 'joint' | 'separate' | 'head' | 'surviving', required
    - `careConfirmed` boolean, required
    - `election` string, required
    - `electionConfirmed` boolean, required
    - `comparison` object
      - `agi` string, required
      - `people` 'unknown' | 'one' | 'multiple', required
      - `election` string, required
      - `federalRate` '0' | '10' | '12' | '22' | '24' | '32' | '35' | '37' | 'unknown', required
      - `taxAvailable` string, required
      - `assumptionsConfirmed` boolean
  - `hsa` object
    - `coverage` 'unknown' | 'self' | 'family', required
    - `maritalStatus` 'unknown' | 'unmarried' | 'married', required
    - `fullYearEligible` 'unknown' | 'yes' | 'no', required
    - `catchUp` 'unknown' | 'yes' | 'no', required
    - `familyAllocation` string, required
    - `contributed` string, required
    - `scheduled` string, required
    - `source` string, required
    - `standardCaseConfirmed` boolean, required
    - `coordinationConfirmed` boolean, required
    - `contributionsConfirmed` boolean, required
  - `outcomeRecords` object[]
    - `id` string, uuid, required
    - `supersedes` string, uuid
    - `providerEvidence` object
      - `provider` string, required
      - `accountId` string, required
      - `recordId` string, required
      - `movement` 'unknown' | 'contribution' | 'transfer' | 'rollover' | 'conversion' | 'correction', required
      - `contributor` 'unknown' | 'employee' | 'employer' | 'individual', required
      - `eventId` string, uuid
      - `classificationConfirmed` boolean, required
    - `documentField` object
      - `documentId` string, uuid, required
      - `sha256` string, required
      - `page` integer, required
      - `field` string, required
    - `importedFrom` union
      - object
        - `sha256` string, required
        - `row` integer, required
      - object
        - `sha256` string, required
        - `page` integer, required
        - `field` 'contribution', required
    - `kind` 'action' | 'contribution' | 'deduction' | 'deferral' | 'tax_effect', required
    - `source` string, required
    - `date` string, required
    - `expected` string, required
    - `observed` string, required
    - `confirmed` boolean, required
  - `feedback` object
    - `comprehension` 'unknown' | 'estimate' | 'guaranteed' | 'unsure', required
    - `relevance` 'unknown' | 'relevant' | 'not_relevant', required
    - `repeatedQuestion` boolean, required
    - `responseId` string, uuid
  - `label` string, required
  - `answers` object, required
  - `amounts` object, required
  - `status` 'review' | 'waiting' | 'completed' | 'not_applicable', required
  - `followUp` boolean, required
  - `deadline` string, required
  - `followUpOn` string

## Response `200`

Success

- object
  - `ok` true, required

## Other responses

- `default`: Problem details

---

[API](https://skmtc.dev/betteroff/apis/betteroff-api.md) · [All operations](https://skmtc.dev/betteroff/apis/betteroff-api/llms.txt) · [OpenAPI document](https://skmtc.dev/betteroff/apis/betteroff-api/revisions/bc858c8d428d?raw)