Customization Options
TaxBandits Drop-In UI allows you to customize the WHCertificate form experience to match your platform's branding, workflow, and recipient onboarding process.
Request Configuration
When making a WhCertificate request, you can provide the following details:
Payer (Requestor) Information
Use the requester fields to associate the WHCertificate form with a specific business or DBA.
| Field | Description | Size Range |
|---|---|---|
| PayerRef | Optional A unique payer identifier for the business. | 1–50 characters |
| BusinessId | Optional TaxBandits' unique business identifier, generated when you create a payer through the Business API. If not provided, the first business created in your account is used. | GUID |
| TIN | Optional Taxpayer Identification Number (TIN). Can be used instead of BusinessId or PayerRef. | 1–11 characters |
| DBAId | Optional Unique identifier for the Doing Business As (DBA) name. | 1–50 characters |
| DBARef | Optional Unique reference for the DBA, used for future references. | 1–50 characters |
Recipient Information
Use recipient fields to pre-fill recipient information on the W-9 form. This helps reduce manual entry and improves the completion experience.
| Field | Description | Size Range |
|---|---|---|
| PayeeRef | Unique identifier for the recipient completing Form W-9, used for future reference. | 1–50 characters |
| Name | Optional Recipient name. This will be pre-filled on the form. | Max. 40 chars |
| Address | Object containing recipient's US address details: | - |
| Address1 | Optional First line of the recipient's US address (street or P.O. box). | Max. 46 chars |
| Address2 | Optional Second line of the recipient's US address (suite, apartment, etc.). | Max. 46 chars |
| City | Optional Recipient's US city. This will be pre-filled on the form. | Max. 50 chars |
| State | Optional Recipient's US state code. This will be pre-filled on the form. | 2 characters, valid state codes |
| ZipCd | Optional Recipient's zip code. Format: 99999 or 99999-9999. This will be pre-filled on the form. | 5–10 characters |
| FedTaxClass | Optional Federal tax classification of the recipient. This will be pre-filled on the Form.Allowed values"INDIVIDUAL", "SOLE_PROPRIETOR", "C_CORPORATION", "S_CORPORATION", "PARTNERSHIP", "TRUST_ESTATE", "SINGLE_MEMBER_LLC_ELECTED", "SINGLE_MEMBER_LLC_NOT_ELECTED", "LLC_C_CORPORATION", "LLC_S_CORPORATION", "LLC_P_CORPORATION" |
TIN Matching
Enable TIN Matching if you want TaxBandits to validate the recipient's name and TIN after Form W-9 is submitted through WHCertificate.
| Field | Description |
|---|---|
| IsTINMatching | Optional Set to True to enable TIN Matching. After the recipient submits Form W-9, TaxBandits will match the recipient’s name and SSN with the IRS database and notify you of the results via webhook. |
Textbox and Dropdown Customization
| Field | Description | Default Value |
|---|---|---|
| FontColor | Text color in the input fields. | #212529 |
| Border | Border color for input and dropdown fields. | #0000008a |
| BorderFocus | Border color when the input or dropdown is focused. | #86b7fe |
| BorderRadius | Shape of the input and dropdown fields. | 0.375rem |
Button Customization
| Field | Description | Default Value |
|---|---|---|
| PrimaryColor | Color of primary buttons (e.g., Continue, Download). | #f26d21 |
| SecondaryColor | Color of secondary buttons (e.g., Cancel). | #3097f3 |
| Fontcolor | Button text color. | #000 |
Label Customization
| Field | Description | Default Value |
|---|---|---|
| Color | Color of the label text | #949494 |
Link Customization
| Field | Description | Default Value |
|---|---|---|
| Color | Color of the hyperlinks | #3097f3 |
Text Customization
| Field | Description | Default Value |
|---|---|---|
| Heading | Color of the primary heading text. | #212529 |
| SubHeading | Color of the secondary heading text. | #000000de |
| Para | Color of the paragraph and body text. | #000000de |
| HelpText | Color of help text. | #9e9e9e |
Logo Customization
| Field | Description | Default Value |
|---|---|---|
| BusinessLogoUrl | string | URL of the logo to display on the form page. Maximum size: 150px |
| LogoPosition | string | Position of the logo on the form page. Allowed values"LEFT", "CENTER", "RIGHT" |
Redirection URLs
Use redirection URLs to control where recipients are sent after they complete or cancel the WHCertificate process.
| Field | Description | Size Range |
|---|---|---|
| ReturnUrl | Optional URL to which the recipient will be redirected upon completing Form W-9. | Max. 150 characters |
| CancelUrl | Optional URL to which the recipient will be redirected if they cancel the process. If not provided, the cancel button will not be displayed. | Max. 150 characters |