Look up client account by EIN
curl --request POST \
--url https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"businessEin": "11-1111111"
}
'import requests
url = "https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein"
payload = { "businessEin": "11-1111111" }
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({businessEin: '11-1111111'})
};
fetch('https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'businessEin' => '11-1111111'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein"
payload := strings.NewReader("{\n \"businessEin\": \"11-1111111\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"businessEin\": \"11-1111111\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"businessEin\": \"11-1111111\"\n}"
response = http.request(request)
puts response.read_body{
"currentStatus": {
"status": "NotCompliant",
"badgeGraphicUrl": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant.svg",
"badgeGraphicUrlDark": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant-dark.svg"
},
"result": {
"clientAccountId": "8f3c1e2a-2b44-4c1f-9a0e-1d2c3b4a5e6f",
"clientAccountName": "Acme Holdings",
"amountDue": 18452.3,
"unallocatedCredits": 0,
"numMissingReturns": 1,
"balanceByYear": [
{
"year": 2023,
"principal": 14000,
"interest": 2900,
"penalties": 1552.3,
"allCredits": 0,
"unallocatedCredits": 0,
"amountDue": 18452.3
}
],
"lienSummary": {
"hasActiveLienSecuringNonZeroBalance": true,
"totalBalanceSecuredByLiens": 18000,
"mostRecentActiveLienFilingDate": "2024-05-14T00:00:00Z"
},
"installmentAgreementSummary": {
"hasBalanceNotCoveredByActiveIA": true,
"balanceNotCoveredByActiveIA": 18000,
"periodsNotCoveredByActiveIA": [
{
"formName": "1120",
"taxYear": 2023,
"taxPeriod": 0
}
]
},
"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",
"badgeGraphicUrlDark": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant-dark.svg"
},
"amountDue": 18000,
"unallocatedCredits": 0,
"numMissingReturns": 1,
"balanceByYear": [
{
"year": 2023,
"principal": 14000,
"interest": 2600,
"penalties": 1400,
"allCredits": 0,
"unallocatedCredits": 0,
"amountDue": 18000
}
],
"lienSummary": {
"hasActiveLienSecuringNonZeroBalance": true,
"totalBalanceSecuredByLiens": 18000,
"mostRecentActiveLienFilingDate": "2024-05-14T00:00:00Z"
},
"installmentAgreementSummary": {
"hasBalanceNotCoveredByActiveIA": true,
"balanceNotCoveredByActiveIA": 18000,
"periodsNotCoveredByActiveIA": [
{
"formName": "1120",
"taxYear": 2023,
"taxPeriod": 0
}
]
},
"liens": [
{
"id": "3c4d5e6f-0000-0000-0000-000000000001",
"status": "Active",
"filingDate": "2024-05-14T00:00:00Z",
"currentSecuredBalance": 18000,
"securedPeriods": [
{
"formName": "1120",
"taxYear": 2023,
"taxPeriod": 0
}
],
"fullyRemovedDate": null,
"balanceAtRemoval": null
}
],
"installmentAgreements": []
},
{
"id": "1a2b3c4d-0000-0000-0000-000000000002",
"name": "Jane Q Doe",
"type": "Individual",
"isLookupMatch": false,
"tin": "xxxxx0000",
"isTinCensored": true,
"currentStatus": {
"status": "AtRisk",
"badgeGraphicUrl": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-at-risk.svg",
"badgeGraphicUrlDark": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-at-risk-dark.svg"
},
"amountDue": 452.3,
"unallocatedCredits": 0,
"numMissingReturns": 0,
"balanceByYear": [
{
"year": 2023,
"principal": 400,
"interest": 40,
"penalties": 12.3,
"allCredits": 0,
"unallocatedCredits": 0,
"amountDue": 452.3
}
],
"lienSummary": {
"hasActiveLienSecuringNonZeroBalance": false,
"totalBalanceSecuredByLiens": 0,
"mostRecentActiveLienFilingDate": null
},
"installmentAgreementSummary": {
"hasBalanceNotCoveredByActiveIA": false,
"balanceNotCoveredByActiveIA": 0,
"periodsNotCoveredByActiveIA": []
},
"liens": [],
"installmentAgreements": [
{
"id": "4d5e6f70-0000-0000-0000-000000000001",
"status": "Active",
"startDate": "2024-02-01T00:00:00Z",
"endDate": null,
"currentBalance": 452.3,
"balanceAtClose": null,
"totalPaid": 300,
"coveredPeriods": [
{
"formName": "1040",
"taxYear": 2023,
"taxPeriod": 0
}
]
}
]
}
],
"pendingTaxpayers": []
}
}Client Accounts
Look up client account by EIN
POST /client-accounts/lookup/ein
POST
/
client-accounts
/
lookup
/
ein
Look up client account by EIN
curl --request POST \
--url https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"businessEin": "11-1111111"
}
'import requests
url = "https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein"
payload = { "businessEin": "11-1111111" }
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({businessEin: '11-1111111'})
};
fetch('https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'businessEin' => '11-1111111'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein"
payload := strings.NewReader("{\n \"businessEin\": \"11-1111111\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"businessEin\": \"11-1111111\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://delegate-demo.api.taxrock.com/client-accounts/lookup/ein")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"businessEin\": \"11-1111111\"\n}"
response = http.request(request)
puts response.read_body{
"currentStatus": {
"status": "NotCompliant",
"badgeGraphicUrl": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant.svg",
"badgeGraphicUrlDark": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant-dark.svg"
},
"result": {
"clientAccountId": "8f3c1e2a-2b44-4c1f-9a0e-1d2c3b4a5e6f",
"clientAccountName": "Acme Holdings",
"amountDue": 18452.3,
"unallocatedCredits": 0,
"numMissingReturns": 1,
"balanceByYear": [
{
"year": 2023,
"principal": 14000,
"interest": 2900,
"penalties": 1552.3,
"allCredits": 0,
"unallocatedCredits": 0,
"amountDue": 18452.3
}
],
"lienSummary": {
"hasActiveLienSecuringNonZeroBalance": true,
"totalBalanceSecuredByLiens": 18000,
"mostRecentActiveLienFilingDate": "2024-05-14T00:00:00Z"
},
"installmentAgreementSummary": {
"hasBalanceNotCoveredByActiveIA": true,
"balanceNotCoveredByActiveIA": 18000,
"periodsNotCoveredByActiveIA": [
{
"formName": "1120",
"taxYear": 2023,
"taxPeriod": 0
}
]
},
"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",
"badgeGraphicUrlDark": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-not-compliant-dark.svg"
},
"amountDue": 18000,
"unallocatedCredits": 0,
"numMissingReturns": 1,
"balanceByYear": [
{
"year": 2023,
"principal": 14000,
"interest": 2600,
"penalties": 1400,
"allCredits": 0,
"unallocatedCredits": 0,
"amountDue": 18000
}
],
"lienSummary": {
"hasActiveLienSecuringNonZeroBalance": true,
"totalBalanceSecuredByLiens": 18000,
"mostRecentActiveLienFilingDate": "2024-05-14T00:00:00Z"
},
"installmentAgreementSummary": {
"hasBalanceNotCoveredByActiveIA": true,
"balanceNotCoveredByActiveIA": 18000,
"periodsNotCoveredByActiveIA": [
{
"formName": "1120",
"taxYear": 2023,
"taxPeriod": 0
}
]
},
"liens": [
{
"id": "3c4d5e6f-0000-0000-0000-000000000001",
"status": "Active",
"filingDate": "2024-05-14T00:00:00Z",
"currentSecuredBalance": 18000,
"securedPeriods": [
{
"formName": "1120",
"taxYear": 2023,
"taxPeriod": 0
}
],
"fullyRemovedDate": null,
"balanceAtRemoval": null
}
],
"installmentAgreements": []
},
{
"id": "1a2b3c4d-0000-0000-0000-000000000002",
"name": "Jane Q Doe",
"type": "Individual",
"isLookupMatch": false,
"tin": "xxxxx0000",
"isTinCensored": true,
"currentStatus": {
"status": "AtRisk",
"badgeGraphicUrl": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-at-risk.svg",
"badgeGraphicUrlDark": "https://taxrock-assets.s3.us-east-2.amazonaws.com/public/status-badges/taxrock-badge-at-risk-dark.svg"
},
"amountDue": 452.3,
"unallocatedCredits": 0,
"numMissingReturns": 0,
"balanceByYear": [
{
"year": 2023,
"principal": 400,
"interest": 40,
"penalties": 12.3,
"allCredits": 0,
"unallocatedCredits": 0,
"amountDue": 452.3
}
],
"lienSummary": {
"hasActiveLienSecuringNonZeroBalance": false,
"totalBalanceSecuredByLiens": 0,
"mostRecentActiveLienFilingDate": null
},
"installmentAgreementSummary": {
"hasBalanceNotCoveredByActiveIA": false,
"balanceNotCoveredByActiveIA": 0,
"periodsNotCoveredByActiveIA": []
},
"liens": [],
"installmentAgreements": [
{
"id": "4d5e6f70-0000-0000-0000-000000000001",
"status": "Active",
"startDate": "2024-02-01T00:00:00Z",
"endDate": null,
"currentBalance": 452.3,
"balanceAtClose": null,
"totalPaid": 300,
"coveredPeriods": [
{
"formName": "1040",
"taxYear": 2023,
"taxPeriod": 0
}
]
}
]
}
],
"pendingTaxpayers": []
}
}Returns a client-account-wide compliance summary for the account containing the given
EIN: every taxpayer on the account, plus any not-yet-onboarded pending taxpayers. Each
taxpayer carries its own compliance status and detail.
result
is null and currentStatus.status is NotMonitored when no accessible business matches.
Status values, badges,
tin censoring, and isLookupMatch are explained in
Lookup results.Authorizations
The access token obtained from the OAuth flow, sent as a Bearer credential.
Body
application/json
Business EIN: nine digits, with dashes and spaces ignored.
Example:
"11-1111111"
Response
Lookup completed. result carries the summary, or is null when nothing matched.