> ## 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. # Get an account transcript > GET /transcripts/account/{id} Returns one account transcript: header figures, a balance `summary`, and its `transactions`. See the [Transcripts overview](https://docs.taxrock.com/api-reference/transcripts/overview.md). ## OpenAPI ````yaml api-reference/openapi-delegate.json GET /transcripts/account/{id} openapi: 3.1.0 info: title: TaxRock API (delegate access) version: 1.0.0 description: >- The TaxRock API with delegate access: reads what a connected TaxRock user can access, after the user consents once. See Getting started. servers: - url: https://delegate-demo.api.taxrock.com description: Sandbox security: - bearerAuth: [] paths: /transcripts/account/{id}: get: tags: - Transcripts summary: Get an account transcript description: >- Returns one account transcript: header figures, a balance summary and transactions. Requires the `read:client-accounts` scope. operationId: getAccountTranscript parameters: - name: id in: path required: true description: >- The transcript's `id`, from the taxpayer's list of account transcripts. schema: type: string format: uuid responses: '200': description: The transcript. content: application/json: schema: $ref: '#/components/schemas/AccountTranscript' example: id: 00000000-0000-4000-8000-000000000001 taxpayerId: 00000000-0000-4000-8000-0000000000a2 form: name: '1040' taxYear: 2023 taxPeriod: 12 taxPeriodName: Annual createdAt: '2025-06-13T20:38:39Z' updatedAt: '2025-07-29T10:20:45Z' requestedDataNotFound: false primaryTin: '0000' spouseTin: '0000' filingStatus: MarriedFilingJoint filingStatusRaw: Married Filing Joint exemptionCount: 2 adjustedGrossIncome: 624476 taxableIncome: 596746 taxPerReturn: 152166 selfEmploymentTaxableIncomeTaxpayer: 0 selfEmploymentTaxableIncomeSpouse: 0 selfEmploymentTax: 0 returnDueOrReceivedDate: '2024-08-27' processingDate: '2024-09-30' returnFiled: true summary: principal: 152166 interest: 2676.73 penalties: 2862.12 allCredits: -157704.85 allUnallocatedCredits: 0 amountDue: 0 transactions: - code: '806' explanation: W-2 or 1099 withholding cleanedExplanation: W-2 or 1099 Withholding explanationExtras: null cycle: null date: '2024-04-15' amount: -7698 type: Payment - code: '150' explanation: Tax return filed XXXXX-XXX-XXXXX-X cleanedExplanation: Tax Return Filed explanationExtras: XXXXX-XXX-XXXXX-X cycle: '20243505' date: '2024-09-30' amount: 152166 type: Principal - code: '196' explanation: Interest charged for late payment cleanedExplanation: Interest Charged for Late Payment explanationExtras: null cycle: '20243705' date: '2024-09-30' amount: 2676.73 type: Interest '400': description: The `id` is not a valid UUID. `error` is `invalid_request`. content: application/json: schema: $ref: '#/components/schemas/ApiError' examples: invalidRequest: summary: Malformed value value: error: invalid_request message: The value 'abc' is not valid. '401': description: >- Missing or invalid access token. Refresh the token, or send the user back through the authorization flow. '403': description: >- `error` is `insufficient_scope` when the token lacks the `read:client-accounts` scope, or `forbidden` when the connected user is not eligible or lacks permission. content: application/json: schema: $ref: '#/components/schemas/ApiError' examples: insufficientScope: summary: Token missing the required scope value: error: insufficient_scope message: >- Access token is missing the required scope. Re-run authorize requesting: read:client-accounts. forbidden: summary: User not eligible or not permitted value: error: forbidden message: Caller lacks the required permission. '404': description: >- The transcript does not exist, or the connected user cannot access it. `error` is `not_found`. content: application/json: schema: $ref: '#/components/schemas/NotFoundError' example: error: not_found message: Transcript not found. components: schemas: AccountTranscript: type: object description: One account transcript. required: - id - taxpayerId - form - createdAt - updatedAt - requestedDataNotFound - primaryTin - spouseTin - filingStatus - filingStatusRaw - exemptionCount - adjustedGrossIncome - taxableIncome - taxPerReturn - selfEmploymentTaxableIncomeTaxpayer - selfEmploymentTaxableIncomeSpouse - selfEmploymentTax - returnDueOrReceivedDate - processingDate - returnFiled - summary - transactions properties: id: type: string format: uuid description: The transcript's id. taxpayerId: type: string format: uuid description: The taxpayer's id. form: $ref: '#/components/schemas/TranscriptForm' createdAt: type: string format: date-time description: When TaxRock created this transcript record, in UTC. updatedAt: type: string format: date-time description: When TaxRock last updated this transcript record, in UTC. requestedDataNotFound: type: boolean description: True when the transcript holds no data. primaryTin: type: string description: The last four digits of the primary filer's TIN. spouseTin: type: - string - 'null' description: The last four digits of the spouse's TIN. filingStatus: anyOf: - $ref: '#/components/schemas/FilingStatus' - type: 'null' description: >- The printed filing status as one of five values. Null when none is printed or it does not match one. filingStatusRaw: type: - string - 'null' description: The filing status as printed. exemptionCount: type: - integer - 'null' adjustedGrossIncome: type: - number - 'null' description: Adjusted gross income posted to the account. taxableIncome: type: - number - 'null' description: Taxable income posted to the account. taxPerReturn: type: - number - 'null' description: Tax per return posted to the account. selfEmploymentTaxableIncomeTaxpayer: type: - number - 'null' description: Self-employment taxable income of the primary filer. selfEmploymentTaxableIncomeSpouse: type: - number - 'null' description: Self-employment taxable income of the spouse. selfEmploymentTax: type: - number - 'null' description: Self-employment tax. returnDueOrReceivedDate: type: - string - 'null' format: date description: The return due date or received date. processingDate: type: - string - 'null' format: date description: The processing date. returnFiled: type: boolean description: Whether the transcript shows a filed return. summary: $ref: '#/components/schemas/AccountTranscriptSummary' transactions: type: array items: $ref: '#/components/schemas/AccountTransaction' description: The account's transactions. ApiError: type: object required: - error - message properties: error: type: string description: Machine-readable error code, e.g. `invalid_request` or `forbidden`. message: type: string description: Human-readable explanation. NotFoundError: type: object description: The 404 body of the transcript endpoints. required: - error - message properties: error: type: string enum: - not_found description: The error code. message: type: string description: Human-readable explanation. TranscriptForm: type: object description: The form, year and period a transcript covers. required: - name - taxYear - taxPeriod - taxPeriodName properties: name: type: string description: The form name in upper case, e.g. `1040`, `941` or `ALL FORMS`. taxYear: type: integer description: The tax year. taxPeriod: type: integer description: >- The period's last month: 12 for an annual form, or 3, 6, 9 or 12 for a quarterly one. taxPeriodName: type: string description: '`Annual`, or `Q1` to `Q4`.' FilingStatus: type: string enum: - Single - MarriedFilingJoint - MarriedFilingSeparate - HeadOfHousehold - QualifyingSurvivingSpouse description: A federal filing status. AccountTranscriptSummary: type: object description: The transcript's balance figures. required: - principal - interest - penalties - allCredits - allUnallocatedCredits - amountDue properties: principal: type: number interest: type: number penalties: type: number allCredits: type: number allUnallocatedCredits: type: number amountDue: type: number AccountTransaction: type: object description: One transaction on an account transcript. required: - code - explanation - cleanedExplanation - explanationExtras - cycle - date - amount - type properties: code: type: string description: The transaction code. explanation: type: string description: The explanation as printed. cleanedExplanation: type: string description: The explanation without its trailing details. explanationExtras: type: - string - 'null' description: The details removed from the explanation. cycle: type: - string - 'null' date: type: - string - 'null' format: date description: The transaction date. amount: type: number type: $ref: '#/components/schemas/TransactionType' TransactionType: type: string enum: - Unknown - Event - Principal - Payment - TaxDeposit - Credit - Penalty - Interest description: >- The category of an account transaction: - `Unknown`: A transaction in no other category. - `Event`: An account action or notice, such as an extension or a notice issued. - `Principal`: Tax assessed on the account. - `Payment`: A payment or withholding credit, or the removal of one. securitySchemes: bearerAuth: type: http scheme: bearer bearerFormat: JWT description: >- The access token obtained from the OAuth flow, sent as a Bearer credential. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.