> ## Documentation Index > Fetch the complete documentation index at: https://docs.taxrock.com/llms.txt > Use this file to discover all available pages before exploring further. # Look up client account by EIN > Looks up the client account containing a business with the given EIN and returns a client-account-wide compliance summary, including every taxpayer on the account plus any not-yet-onboarded pending taxpayers. Returns 200 for any well-formed EIN; `result` is null and `currentStatus.status` is `NotMonitored` when no accessible business has that EIN. Looks up the client account containing a business with the given EIN and returns a **client-account-wide** compliance summary: every taxpayer on the account, plus any not-yet-onboarded pending taxpayers. Returns `200` for any well-formed EIN. `result` is `null` and `currentStatus.status` is `NotMonitored` when no business with that EIN is accessible to you. A missing or malformed `businessEin` returns `400`. Status values, badges, `tin` censoring, and `isLookupMatch` are described once in [Concepts → Compliance status](/concepts/compliance-status). ## `result` fields * **`clientAccountId`, `clientAccountName`** — the matched client account. * **`amountDue`** — total balance owed across the client account. * **`unallocatedCredits`** — total credits not yet applied to a liability. * **`numMissingReturns`** — required returns not yet filed, within the recent lookback window. * **`taxpayers[]`** — each taxpayer on the account, with its own `currentStatus` (never `NotMonitored`) and financials. `amountDue`, `unallocatedCredits`, and `numMissingReturns` are `null` while that taxpayer's data is pending. * **`pendingTaxpayers[]`** — taxpayers added to the account but not yet onboarded. Use the **Run** panel to try it: paste an access token (see the [Quickstart](/quickstart)) and send a sandbox EIN such as `11-1111111`. ## OpenAPI ````yaml POST /client-accounts/lookup/ein openapi: 3.1.0 info: title: TaxRock Delegate API version: 1.0.0 description: >- Read a TaxRock user's tax-compliance data on that user's behalf, after the user grants consent once. A standard OAuth 2.0 Authorization Code + PKCE integration. See the Guides for the auth flow; the field-level semantics (statuses, badges, TIN censoring) are described in Concepts → Compliance status. servers: - url: https://delegate-demo.api.taxrock.com description: Sandbox - url: https://delegate.api.taxrock.com description: Production security: - bearerAuth: [] paths: /client-accounts/lookup/ein: post: tags: - Client Accounts summary: Look up client account by EIN description: >- Looks up the client account containing a business with the given EIN and returns a client-account-wide compliance summary, including every taxpayer on the account plus any not-yet-onboarded pending taxpayers. Returns 200 for any well-formed EIN; `result` is null and `currentStatus.status` is `NotMonitored` when no accessible business has that EIN. operationId: lookupClientAccountByEin requestBody: required: true content: application/json: schema: $ref: '#/components/schemas/LookupByEinRequest' responses: '200': description: >- Lookup completed. `result` carries the summary, or is null when nothing matched. content: application/json: schema: $ref: '#/components/schemas/ClientAccountLookupResponse' examples: available: summary: Available (data loaded) value: currentStatus: status: NotCompliant badgeGraphicUrl: >- https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant.svg result: clientAccountId: 8f3c1e2a-2b44-4c1f-9a0e-1d2c3b4a5e6f clientAccountName: Acme Holdings amountDue: 18452.3 unallocatedCredits: 0 numMissingReturns: 1 taxpayers: - id: 1a2b3c4d-0000-0000-0000-000000000001 name: Acme Holdings LLC type: Business isLookupMatch: true tin: '111111111' isTinCensored: false currentStatus: status: NotCompliant badgeGraphicUrl: >- https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant.svg amountDue: 18000 unallocatedCredits: 0 numMissingReturns: 1 - id: 1a2b3c4d-0000-0000-0000-000000000002 name: Jane Q Doe type: Individual isLookupMatch: false tin: xxxxx6789 isTinCensored: true currentStatus: status: AtRisk badgeGraphicUrl: >- https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-at-risk.svg amountDue: 452.3 unallocatedCredits: 0 numMissingReturns: 0 pendingTaxpayers: [] dataPending: summary: Matched, data not ready value: currentStatus: status: DataPending badgeGraphicUrl: >- https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-data-pending.svg result: clientAccountId: 7e6d5c4b-3a29-4817-8c6d-5e4f3a2b1c09 clientAccountName: Newco Ventures amountDue: 0 unallocatedCredits: 0 numMissingReturns: 0 taxpayers: - id: 2b3c4d5e-0000-0000-0000-000000000001 name: Newco Ventures Inc type: Business isLookupMatch: true tin: '441234567' isTinCensored: false currentStatus: status: DataPending badgeGraphicUrl: >- https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-data-pending.svg amountDue: null unallocatedCredits: null numMissingReturns: null pendingTaxpayers: - id: 2b3c4d5e-0000-0000-0000-000000000002 name: Side Co LLC type: Business isLookupMatch: false tin: '550001111' isTinCensored: false notMonitored: summary: Not monitored (no taxpayer with that EIN) value: currentStatus: status: NotMonitored badgeGraphicUrl: >- https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-monitored.svg result: null '400': description: The `businessEin` was missing or malformed. content: application/json: schema: $ref: '#/components/schemas/ApiError' examples: invalidEin: summary: Malformed EIN value: error: invalid_ein message: >- businessEin must contain nine digits; dashes and spaces are ignored. invalidRequest: summary: Missing or non-string EIN value: error: invalid_request message: businessEin is required. '401': description: >- Missing or invalid access token. Refresh the token, or send the user back through the authorization flow. '403': description: >- The connected user lacks the required permission. Re-consent will not fix this; treat as a configuration issue. components: schemas: LookupByEinRequest: type: object required: - businessEin properties: businessEin: type: string description: 'Business EIN: nine digits, with dashes and spaces ignored.' examples: - 11-1111111 ClientAccountLookupResponse: type: object required: - currentStatus - result properties: currentStatus: $ref: '#/components/schemas/CurrentStatus' result: anyOf: - $ref: '#/components/schemas/ClientAccountSummary' - type: 'null' description: The client-account summary, or null when nothing matched. ApiError: type: object required: - error - message properties: error: type: string description: >- Machine-readable error code, e.g. `invalid_ein` or `invalid_request`. message: type: string description: Human-readable explanation. CurrentStatus: type: object required: - status - badgeGraphicUrl description: >- Compliance status plus an embeddable badge graphic. Always present on a response. properties: status: type: string enum: - NotMonitored - DataPending - Compliant - AtRisk - NotCompliant description: See Concepts → Compliance status for the full meaning of each value. badgeGraphicUrl: type: string format: uri description: >- Publicly hosted SVG badge for this status; embed it directly to display the status. ClientAccountSummary: type: object required: - clientAccountId - clientAccountName - amountDue - unallocatedCredits - numMissingReturns - taxpayers - pendingTaxpayers properties: clientAccountId: type: string format: uuid clientAccountName: type: string amountDue: type: number description: Total balance owed across the client account. unallocatedCredits: type: number description: Total credits not yet applied to a liability. numMissingReturns: type: integer description: >- Required returns not yet filed across the account, within the recent lookback window. taxpayers: type: array items: $ref: '#/components/schemas/ClientAccountTaxpayer' pendingTaxpayers: type: array items: $ref: '#/components/schemas/PendingTaxpayer' ClientAccountTaxpayer: type: object required: - id - name - type - isLookupMatch - tin - isTinCensored - currentStatus - amountDue - unallocatedCredits - numMissingReturns properties: id: type: string format: uuid name: type: string type: $ref: '#/components/schemas/TaxpayerType' isLookupMatch: type: boolean description: True on the row whose TIN matched the EIN you looked up. tin: type: - string - 'null' description: >- Unformatted digits. Raw nine-digit EIN for businesses; censored to the last four (xxxxx0123) for individuals. isTinCensored: type: boolean description: >- True when `tin` is censored, so you needn't infer the policy from `type`. currentStatus: $ref: '#/components/schemas/CurrentStatus' amountDue: type: - number - 'null' description: Null while this taxpayer's data is pending. unallocatedCredits: type: - number - 'null' description: Null while this taxpayer's data is pending. numMissingReturns: type: - integer - 'null' description: >- Required returns not yet filed in the recent lookback window. Null while data is pending. PendingTaxpayer: type: object required: - id - name - type - isLookupMatch - tin - isTinCensored description: A taxpayer added to the client account but not yet onboarded. properties: id: type: string format: uuid name: type: string type: $ref: '#/components/schemas/TaxpayerType' isLookupMatch: type: boolean tin: type: - string - 'null' description: Null if not provided yet. isTinCensored: type: boolean TaxpayerType: type: string enum: - Business - Individual description: Whether the taxpayer is a business (EIN) or an individual (SSN). securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT description: >- The access token obtained from the OAuth flow (see Guides → Quickstart). Paste it here to run the endpoint. ````