Under your TaxStatus Individuals and Businesses tab, you can search for any of your taxpayers by name, SSN, or EIN.
Or, you can see an alphabetical list of all your taxpayers starting with individuals and then businesses. The number of taxpayers in your system will impact the time this list takes to load.
Each taxpayer in this tab will have one of three statuses:
New - the taxpayer has not provided consent to request IRS records.
Pending IRS - the taxpayer granted consent and the request has been submitted to the IRS. If the taxpayer's case remains in this state for an extended period of time, you may see a system note notifying you of a problem with the taxpayer's information. See related FAQ.
Ready - the taxpayer granted consent and their records are ready to access.