Version: 1.6.1

Get

This method will return the completed W-9 or W-8BEN of a particular recipient. The response will have the information such as the Name, Address, Country of citizenship and TIN number along with the link to download the completed Form W-9 or W-8BEN.

Key Points

Only W-9s or W-8BENs with the completed status can be retrieved using the Get method. If the status of the form is other than complete, it will not be returned.
If you do not supply the BusinessId or TIN or PayerRef in the request, then the W-9 or W-8BEN that matches the PayeeRef linked to the default business will be retrieved.
If there are multiple forms for the same PayeeRef, the last completed form will be retrieved.

GET WhCertificate/Get

Request Body

Field	Type	Description
PayeeRef	String	A unique identifier for each recipient completing the Form W-9 and W-8BEN. This identifier will be used in future references of the recipient in the API. Size Range: 1-50
BusinessId	Guid	`Optional` TaxBandits Unique Business Identifier. This ID is generated by `TaxBandits after you create a business in your account using the Business endpoint.If you do not supply the BusinessId in the request, then the W-9 or W-8BEN that matches the PayeeRef linked to the default business will be retrieved. (First business created in your account).
TIN	String	`Optional` Taxpayer Identification Number. Use this as an alternative for BusinessId. Size Range: 9-11 Allowed values: "EIN", "SSN" (Including hyphen)
PayerRef	String	`Optional` Unique payer identifier assigned by the client while requesting the payer information using the endpoint Business/RequestByURL. Size Range: 1-50

Response Body

Field	Type	Description
FormType	String	Type of Form (W-9 or W-8BEN).
FormW9	Object	Contains Form W-9 Information.
SubmissionId	Guid	Unique identifier of a submission.
Requester	Object	Requester information.
BusinessId	Guid	A unique identifier of the business.
PayerRef	String	An unique identifier of the business. Assigned by the client.
BusinessNm	String	Business Name of the requester. If the requester is an Individual, then the Payer’s full name will be returned.
TINType	String	TIN Type of the Requester.
TIN	String	Taxpayer Identification Number of the requester.
PayeeRef	String	Unique identifier of the recipient
RecipientId	Guid	An unique ID generated by TaxBandits after the W-9 is completed. Clients can use this ID to file Form 1099s for this recipient.
W9Status	String	Status of the W-9
StatusTs	String	Timestamp of the W-9 Status
TINMatching	Object	TIN Matching information.
Status	String	TIN Matching status.
StatusTs	String	Timestamp of the TIN Matching Status.
Errors	String	Shows the detailed error message.
FormW9RequestType	String	Form W-9 requested Type. COMMON_URL_API - Form W-9 was requested using the API method RequestByUrl.
PdfUrl	String	URL to download the completed W-9
Email	String	Email Address of the recipient. This is the email to which the W-9 request was sent. The value will be null if the Form W-9 was requested using the API method RequestByURL
FormData	Object	Form W-9 data of the recipient
Line1Nm	string	Name as shown on the income tax return
Line2Nm	string	Business name/disregarded entity name, if different from Line1 Name
TINType	string	TIN type of the recipient. Either EIN or SSN
TIN	string	Recipient’s TIN
Address	Object	Recipient’s complete address
Address1	string	Recipient’s Address 1 (number, street)
Address2	string	Recipient’s Address 2 (apt. or suite no.)
City	string	Recipient’s City
State	string	Recipient’s State
ZipCd	string	Recipient’s Zip Code
FederalTaxClassification	string	U.S. Federal Tax Classification of the person whose name is entered on Line 1
ExemptPayeeCd	string	This code identifies the recipient is exempt from backup withholding
ExemptFromFATCA	string	This code identifies recipients that are exempt from reporting under FATCA.
Errors	Object	Shows detailed error information.
IsBackUpWH	Boolean	When true, identifies the recipient is subject to backup withholding. The completed Form W-9 PDF will have the item 2 under Part II crossed out. When false, identifies the recipient is not subject to backup withholding.
FormW8Ben	Object	Form W-8BEN Information.
SubmissionId	Guid	Unique identifier of a submission.
Requester	Object	Requester information.
BusinessId	Guid	A unique identifier of the business.
PayerRef	String	An unique identifier of the business. Assigned by the client.
BusinessNm	String	Business Name of the requester. If the requester is an Individual, then the Payer’s full name will be returned.
TINType	String	TIN Type of the Requester.
TIN	String	Taxpayer Identification Number of the requester.
PayeeRef	String	Unique identifier of the recipient
W8BENStatus	String	Status of the W-8BEN.
StatusTs	String	Timestamp of the W-8BEN Status.
FormW8BENRequestType	String	Form W-8BEN requested Type. COMMON_URL_API - Form W-8BEN was requested using the API method RequestByUrl.
PdfUrl	String	URL to download the completed W-8BEN.
Email	String	Email Address of the recipient. This is the email to which the W-8BEN request was sent.The value will be null if the Form W-8BEN was requested using the API method RequestByURL.
FormData	Object	Form W-8BEN data of the recipient.
NmOfIndividual	string	Name of the Foreign Individual.
CitizenOfCountry	string	Recipient country of citizenship.
USTINType	string	TIN type of the recipient. Either SSN or ITIN.
USTIN	string	Recipient’s TIN
ForeignTIN	string	Foreign TIN of the recipient.
IsFTINNotLegallyRequired	Boolean	When TRUE, Identifies that benificial owner on line 1 is not legally required to obtain an FTIN from their jurisdiction of residence.
DOB	string	Date of Birth of the recipient
PermanentAddress	Object	Recipient’s permanent address.
Address	string	Recipient’s Address.
City	string	Recipient’s City
State	string	Recipient’s State
Country	string	Recipient’s Country
PostalCd	string	Recipient’s Zip Code
MailingAddress	Object	Recipient’s mailing address.
Address	string	Recipient’s Address.
City	string	Recipient’s City
State	string	Recipient’s State
Country	string	Recipient’s Country
PostalCd	string	Recipient’s Zip Code
TaxTreatyBenefits	Object	Tax Treaty Benefits.
BeneficiaryCountry	string	Country where the recipient claim to be a resident for income tax treaty purposes.
ClaimingProvArticlePara	string	Article and paragraph of the treaty benefits.
RateOfWH	string	Rate of Withholding.
TypeOfIncome	string	Type of income for which recipient claiming the treaty benefits.
AdditionalConditions	string	Additional conditions from the tax treaty benefits.
Signature	Object	Signature of the recipient.
SignerNm	string	Name of the signer.
Errors	Object	Shows detailed error information.

Get Request 1 : Get form details with just Recipient Payee Reference.

WhCertificate/Get?PayeeRef=Pe123451234

Get Request 2 : Get form details with Recipient Payee Reference and BusinessID.

WhCertificate/Get?PayeeRef=Pe123451234&BusinessId=7B82B242-1223-4029-9251-C0446298F620

Get Request 3 : Get form details with Recipient Payee Reference and Business TIN.

WhCertificate/Get?PayeeRef=Pe123451234&TIN=22-2222222

Get Request 4 : Get form details with Recipient Payee Reference and Payer Reference.

WhCertificate/Get?PayeeRef=Pe123451234&PayerRef=Me1231231233

Response for W8-BEN :

{
 "FormType": "W8Ben",
 "FormW9": null,
 "FormW8Ben": {
   "SubmissionId": "4a36dc14-f059-4c89-83cd-ff9e350ed0a0",
   "Requester": {
     "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
     "PayerRef": null,
     "BusinessNm": "John Enterprises",
     "TINType": "EIN",
     "TIN": "22-2222222"
   },
   "PayeeRef": "7484391234545",
   "W8BENStatus": "COMPLETED",
   "StatusTs": "2021-02-19 14:36:28 -05:00",
   "FormW8BENRequestType": "URL_API",
   "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
   "Email": "steve@abcinc.com",
   "FormData": {
     "NmOfIndividual": "Joseph Smith",
     "CitizenOfCountry": "Canada",
     "USTINType": "SSN",
     "USTIN": "111-11-1111",
     "ForeignTIN": null,
     "IsFTINNotLegallyRequired": true,
     "DOB": "07/08/1990",
     "PermanentAddress": {
       "Address": "123 E. Main St",
       "City": "Rock Hill",
       "State": "SC",
       "Country": "USA",
       "ZipCd": "29730"
     },
     "MailingAddress": {
       "Address": null,
       "City": null,
       "State": null,
       "Country": null,
       "ZipCd": null
     },
     "TaxTreatyBenefits": {
       "BeneficiaryCountry": "Canada",
       "ClaimingProvArticlePara": "VII",
       "RateOfWH": "27.50",
       "TypeOfIncome": "Royalties",
       "AdditionalConditions": null
     },
     "Signature": {
       "SignerNm": "Joseph"
     }
   },
   "Errors": null
 },
 "Errors": null
}

Response for FormW9 :

{
 "FormType": "FormW9",
 "FormW9": {
   "SubmissionId": "b870040d-fded-420b-b424-28bf0dd11261",
   "Requester": {
     "BusinessId": "fb6ddd28-ad30-4fc2-bd17-38a937f2aa81",
     "BusinessNm": "John Enterprises",
     "PayerRef": null,
     "TINType": "EIN",
     "TIN": "XX-XXX2222"
   },
   "PayeeRef": "Pe123451234",
   "RecipientId": "sdf3ccee-10d8-4eb4-ab81-234234c9636",
   "W9Status": "COMPLETED_AND_TIN_MATCH_INPROGRESS",
   "StatusTs": "2021-06-24 10:40:21 -04:00",
   "TINMatching": {
     "Status": "ORDER_CREATED",
     "StatusTs": "2021-06-24 10:40:21 -04:00",
     "StatusMsg": null,
     "Errors": null
   },
   "FormW9RequestType": "Email_API",
   "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
   "Email": "steve@abcinc.com",
   "FormData": {
     "Line1Nm": "ABC Inc",
     "Line2Nm": null,
     "TINType": "EIN",
     "TIN": "XX-XXX1111",
     "Address": {
       "Address1": "123 E. Main St",
       "Address2": "Suite 400",
       "City": "Rock Hill",
       "State": "SC",
       "ZipCd": "29730"
     },
     "FederalTaxClassification": "C Corporation",
     "ExemptPayeeCd": "5",
     "ExemptFromFATCA": "F",
     "IsBackUpWH": false
   },
   "Errors": null
 },
 "FormW8Ben": null,
 "Errors": null
}

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