RequestDraftPdfUrl

The response of the API request will return the Draft PDF for review purpose. This method can be used to retrieve PDF for a single record/form. The PDF will be returned in the response for the Forms that are not yet Transmitted in TaxBandits.

This method will only provide the Copy A of the Form 1099, which will be watermarked with the words "For Review Only."

How it works? 

1. The first step is to call the Auth method to get the access token. This access token must be supplied in the request header as the ‘Bearer‘ token. Refer to OAuth 2.0 Authentication for more information on JWT authentication and how to integrate with the subsequent requests.
2. The second step is to call the Create endpoint Form1099NEC/Create to create a return in TaxBandits. Store the RecordId of the 1099 form that is generated by TaxBandits and returned in the Response.
3. Next, call the [POST] Form1099NEC/RequestDraftPdfUrl endpoint. You will need to supply the following parameters:

• Access Token in the header as Bearer Token (Generated using TaxBandits OAuth authentication API)
• Form reference (RecordId) - Specify the RecordId for the form you need the Draft PDF form. If you do not have the RecordId, then you request the PDF using the following parameters.
• Business Reference - Use the business reference PayerRef or Businessid or TIN.
• Recipient Reference - Use the recipient reference PayeeRef or RecipientId or TIN.
• Tax Year - Tax year of the form you are requesting the PDF for.

POST Form1099NEC/RequestDraftPdfUrl 

Request Body

Field	Type	Description
RecordId	Guid	Optional Specify the RecordId of the return
TINMaskType	string	Optional TIN Mask type on the TIN printed on the PDF Allowed values: "MASKED", "UNMASKED"
TaxYear	string	Optional Tax Year of the return. Specify only if you do not have the RecordId Allowed values: "2022","2023","2024"
Business	object	Optional Collects the Business identifier TIN or TBS Business Id or PayerRef. This object information is required only if you do not have the RecordId
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.
PayerRef	string	Optional Unique payer identifier assigned by the client. Size Range: 1 to 50
TINType	string	Optional TIN type of the Business TIN. Use this as an alternative for BusinessId or PayerRef. Allowed values: "SSN,EIN"
TIN	string	Optional Taxpayer Identification Number. Use this as an alternative for BusinessId or PayerRef. Size Range: 9 to 11
Recipient	object	Optional Collects the recipient's unique identifier. This object information is required only if you do not have the RecordId
PayeeRef	string	Optional An unique identifier for each recipient set by the client. Size Range: 1 to 50
RecipientId	Guid	Optional Unique Recipient Identifier generated by TaxBandits
TINType	string	Optional TIN type of the Recipient's TIN. Use this as an alternative for RecipientId or PayeeRef. Allowed values: "SSN,EIN"
TIN	string	Optional Taxpayer Identification Number. Use this as an alternative for RecipientId or PayeeRef.

Request JSON

Sample 1

To generate Draft PdfUrl With just the RecordId

{
  "TaxYear": null,
  "RecordId": "cf0a188b-6661-4b57-b04b-ba9ead52a16e",
  "Business": null,
  "Recipient": null
}

Sample 2

To generate Draft PdfUrl With No RecordId.

{
 "TaxYear": "2024",
 "RecordId": null,
 "TINMaskType": "MASKED",
 "Business": {
   "BusinessId": "94B6214D-8DCA-490C-8FC3-602840B439B5",
   "PayerRef": null,
   "TINType": null,
   "TIN": null
 },
 "Recipient": {
   "RecipientId": "6DDFFB5A-565F-402D-8602-7ECD917CEC04",
   "PayeeRef": null,
   "TINType": null,
   "TIN": null
 }
}

Response Body

Field	Type	Description
RecordId	Guid	Unique identifier of the record
RecipientId	Guid	Unique Recipient Identifier generated by TaxBandits
PayeeRef	string	An unique identifier for each recipient set by the client.
DraftPdfUrl	string	URL of the Draft PDF
DraftPdfPath	string	Storage path of the draft PDF
Errors	object[]	Shows detailed error information
Id	string	Returns the validation error code
Name	string	Name of the validation error
Message	string	Description of the validation error

Response JSON

Response 1

Draft PdfUrl will be generated for the given RecipientId

{
    "RecordId": "5ce0a501-ddcd-4b23-af7c-c836bc434bda",
    "RecipientId": "ba15c63a-e191-4dbc-9156-457f0980052e",
    "PayeeRef": null,
    "DraftPdfUrl": "https://expressirsforms.s3.us-east-1.amazonaws.com/pdfs/c2d66a8c-3cf3-4dbc-9095-38b92fc58866/0927361d-25ec-47d5-9c37-7a239ec6a2fa/1099/19455581/d/copy_tbs_wm_1up_9455960000.pdf",
    "DraftPdfPath": "pdfs/c2d66a8c-3cf3-4dbc-9095-38b92fc58866/0927361d-25ec-47d5-9c37-7a239ec6a2fa/1099/19455581/d/copy_tbs_wm_1up_9455960000.pdf",
    "Error": null
  }

Response 2

Draft PdfUrl will be generated for the given BusinessID and RecipientId.

{
    "RecordId": "5ce0a501-ddcd-4b23-af7c-c836bc434bda",
    "RecipientId": "ba15c63a-e191-4dbc-9156-457f0980052e",
    "PayeeRef": null,
    "DraftPdfUrl": "https://expressirsforms.s3.us-east-1.amazonaws.com/pdfs/c2d66a8c-3cf3-4dbc-9095-38b92fc58866/0927361d-25ec-47d5-9c37-7a239ec6a2fa/1099/19455581/d/copy_tbs_wm_1up_9455960000.pdf",
    "DraftPdfPath": "pdfs/c2d66a8c-3cf3-4dbc-9095-38b92fc58866/0927361d-25ec-47d5-9c37-7a239ec6a2fa/1099/19455581/d/copy_tbs_wm_1up_9455960000.pdf",
    "Error": null
  }

PDF Security

The PDFs contain PII (Personally Identifiable Information) data of the recipients. To make sure that the PII data involved is completely secured, TaxBandits has added additional security to the form PDFs.

The PDF links you get in the Response are encrypted, and you will have to decrypt them before downloading.

Refer to this link for the steps to decrypt PDF with Sample codes.