Chart Tax Data

The Chart Tax Data Workflow Builder block starts or resumes an applicant-authorized IRS connection and stores taxpayer data for a business or individual. The current block represents chart; tax-record retrieval follows the established connection flow.

Requirements

Chart Taxpayer Data

Application field	Requirement	Notes
Linked Chart account	Required	Must be completed before taxpayer data can be retrieved.

Chart Tax Records

Application field	Requirement	Notes
Linked Chart account	Required	Must be completed before tax records can be retrieved.
Stored Chart taxpayer data	Required	Must be available from the completed taxpayer-data retrieval.

Execution flow

Chart is an applicant-connection service, so use the Workflow Builder or Borrower Platform connection flow:

Add Chart Tax Data to the applicable business or individual underwriting entity.
Publish the workflow.
When no active token exists, Lendflow creates a client link.
The applicant follows the link and authorizes access to IRS data.
The callback supplies an authorization code or token metadata.
Lendflow stores the token, fetches taxpayer data, and can then fetch tax records.
Retrieve taxpayer results from Get Commercial Data with services[]=chart. If the connection flow also ran the downstream tax-record service, include services[]=chart_tax_records to retrieve that result and status.

Do not replace this connection flow with a generic enrichment request that lacks the applicant’s authorization.

Data Orchestration availability and flow

The block is available in the Tax Information group for business and individual entities. Its related Workflow Builder service is chart; chart_tax_records is a downstream internal service, not a second service represented by the block. Re-running the block is state-aware: it creates a link only when no connection or prior link exists, exchanges a supplied code only when no active token exists, and fetches taxpayer data when credentials are active. Tax records require the completed Chart connection.

What the service returns

Result area	Response path	Meaning
Lifecycle	`data.statuses.chart`	Latest Chart flow and tax-record status entries.
Taxpayer	`data.commercial_data.chart.tax_payer`	Stored Chart taxpayer response or the client-link response while authorization is pending.
Tax records	`data.commercial_data.chart.tax_records`	Records returned after the OAuth connection is complete.

Representative response

Chart’s tax-record payload is provider-defined and can be large. This abbreviated example shows the stable Lendflow grouping without inventing record fields.

{
  "data": {
    "statuses": {
      "chart": {
        "tax_payer": "Success",
        "tax_records": "Success"
      }
    },
    "commercial_data": {
      "chart": {
        "tax_payer": {
          "taxpayer": {
            "id": "taxpayer_example"
          }
        },
        "tax_records": {
          "records": []
        }
      }
    }
  }
}

Field meanings

Field	Type	Meaning
`tax_payer`	Object or null	Chart response stored for the connection flow. Before authorization, this can represent a client-link result rather than taxpayer data.
`taxpayer.id`	String	Opaque Chart taxpayer identifier used to associate OAuth credentials.
`tax_records`	Object or null	Provider-defined tax-record response available after connection.
`records`	Array, when returned	Tax records returned by Chart. Interpret each record according to its returned fields and form type.

Errors and statuses

Signal	Meaning
`No Chart access token found for this application.`	Authorization has not completed or the token is inactive.
`Taxpayer not found: {id}`	Chart could not issue an access token for that taxpayer.
`Failed to create Chart access token`	The callback code could not be exchanged.
`No Chart credentials found for this application. Complete the Chart connection flow first.`	Tax records were requested before OAuth completed.
Existing client link and no token	The flow waits for the applicant; it does not create duplicate links.
`Success`	Lendflow stored the applicable Chart response.

FAQ

Can Chart run without applicant authorization?

It can create the applicant link, but taxpayer data and tax records require a completed OAuth connection.

Why did rerunning the block not create another link?

If an existing client-link result is stored, Lendflow returns without creating a duplicate while it waits for authorization.

Does the block support both businesses and individuals?

Yes. The current Workflow Builder definition allows both entity types.

​Chart Tax Data

​Requirements

​Chart Taxpayer Data

​Chart Tax Records

​Execution flow

​Data Orchestration availability and flow

​What the service returns

​Representative response

​Field meanings

​Errors and statuses

​FAQ