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Version: 1.7.1

Overview

Form W-9 is applicable only to U.S. residents. To obtain TIN information from non-U.S. residents, Form W-8BEN / W-8BEN-E can be used.

If you want the recipient to choose and fill either W-9 or W-8BEN based on their citizenship status, then the endpoint WhCertificate should be opted for.

With TaxBandits API, you can automate this process and provide the payees/vendors with an easy and secure way to fill out their W-9/W-8s. Also, our system performs a TIN Matching to ensure that the EIN/SSN obtained through W-9/W-8 matches with the IRS database.

How to Automate W-9/W-8 with TaxBandits API​

With TaxBandits API, you can automate the W-9/W-8 completion process using two different methods.

  1. Payee Initiated - RequestbyUrl Method: In this method, you can embed the secure URL provided by the TaxBandits API in your software and enable the payees to start the W-9/W-8 completion process on their own.

  2. Payer Initiated - RequestbyEmail Method: In this method, you can use our API endpoint to send an email request to the payees for the completion of W-9/W-8 forms.

Other WhCertificate endpoints​

  • Auth method - Used 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 it with subsequent requests.

  • Status - Used to get the status of form submission and TIN Matching.

  • Get -Used to get the information submitted by the payee along with the link to download the completed W-9/W-8 as a PDF.

  • WhCertificate Status Change Webhook -When payees fill, e-sign, and submit the form, you will receive a URL of the completed W-9/W-8 form and the information submitted by the payee.

Customization:​

  • Email Customization-The emails sent to the payees can be customized with your business name and logo.

  • Secure Url Customization- The secure URL provided to complete W-9/W-8 can be customized in a way that represents your business.

  • Webhooks Customization- The information you receive through Webhooks can be customized. For example, you can request not to include PII data (such as TIN) in Webhook notifications.