Platform 101
What’s new
Platform 101
This documentation provides a comprehensive reference for using our API for tax form filing, W-9/W-8 management, TIN Matching,
and more.
Sandbox access & simulation
Explore how to get started with our Sandbox environment to simulate filings and test scenarios without triggering live submissions.
Developer FAQs
Access frequently asked technical questions related to authentication, rate limits, form types, and API environment usage.
Go Live
Ready to launch? Find out what you need to do for a smooth transition from sandbox to production.
What’s new
Review the latest updates from the IRS, recent changes to the API, including new endpoints, behavior updates, and deprecations.
BanditCash
Learn how to set up BanditCash, enable auto-reloads, receive low balance notifications, and track transactions through the API.
DeveloperFAQs
Access frequently asked technical questions related to authentication, rate limits, form types, and API environment usage.
Sandbox simulation
Use our sandbox environment to simulate filings, test error scenarios, and validate integration logic without triggering live submissions.
OAuth 2.0 authentication
Explore how to call the authentication method to retrieve an access token before interacting with any API endpoints.
Filing workflow
Learn how to structure the end-to-end filing process—from business setup and form generation to transmission and status tracking.
Webhook configuration
Configure webhooks to receive real-time status updates for return transmissions, rejections, and other key events.
PDF retrieval
Explore how to retrieve form copies for recordkeeping, distribution, or display within your application—and how to decrypt files securely.
Rejection handling
Understand how to handle IRS and state rejections, including common rejection codes, remediation steps, and retry logic.
How-To Guides
Find answers to common implementation questions: