RequestDraftPdfUrl

RequestDraftPdfUrl

This endpoint can be used to retrieve the Draft PDF URL and Draft PDF Path of a Form 1099-NEC for review purposes. This method supports retrieving the PDF for a single record/form.

Key points

• The PDF is returned only for forms that have not yet been transmitted in TaxBandits.
• This method provides Copy A of the form, which will include a watermark stating ‘For Review Only’.

POST Form1099NEC/RequestDraftPdfUrl 

Run in Postman

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 "2023","2024","2025"
Business	object	Optional The business identifier, such as TIN, BusinessId, or PayerRef. This object information is required only if you do not have the RecordId
BusinessId	Guid	Optional TaxBandits A unique business identifier. This ID is generated by TaxBandits after you create a business in your account using the Business endpoint.
PayerRef	string	Optional A unique identifier for each recipient set by you. 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 A unique identifier for each recipient set by you. Size Range: 1 to 50
RecipientId	Guid	Optional A 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. Size Range: 9 to 11

Response Body

Field	Type	Description
RecordId	Guid	A unique identifier of the record
RecipientId	Guid	A unique recipient identifier generated by TaxBandits
PayeeRef	string	A unique identifier for each recipient set by you.
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

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.

Payload

Request Json

Sample	Description	Action
Sample 1	To generate Draft PdfUrl With just the RecordId
Sample 2	To generate Draft PdfUrl With No RecordId.

Sample 1

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

Response Json

Response	Description	Action
Response 1	Draft PdfUrl will be generated for the given RecipientId.
Response 2	Draft PdfUrl will be generated for the given BusinessID and RecipientId.

Response 1

{
  "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
}

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