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Version: 1.7.3

Get

Get

Use this endpoint to retrieve stored data for a completed W-9 form. The response includes the form type, recipient details, submission status, TIN Matching result, and associated payer information. This endpoint can be used to verify form details before filing or to display W-9 form information within your application.

Key points​

  • Only completed W-9 forms can be retrieved using this endpoint. If the form status is anything other than Completed, no form data will be returned.
  • If BusinessId, TIN, or PayerRef is not provided, TaxBandits will return the completed form associated with the matching PayeeRef under your default business.
  • If multiple completed forms exist for the same PayeeRef, the most recently completed form will be returned.
  • If the PDF URL is included in the response, you can enable URL encryption for added security. Learn more
GET FormW9/Get
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Request Params

FieldTypeDescription
PayeeRefStringA unique identifier of the recipient(Either PayeeRef or Email is required)
Size Range: 1-50
EmailStringEmail Address of the recipient.
Size Range: 1-50
BusinessIdGuidOptional Unique Business Identifier. If you do not provide the BusinessId in the request, the BusinessId of the default business will be mapped.
TINStringOptional Taxpayer Identification Number.Use this as an alternate for BusinessId. (Values: EIN, SSN)
Size Range: 9-11

Response Body

FieldTypeDescription
SubmissionIdGuidA Unique identifier of the submission.
RequesterObjectRequester information.
BusinessIdGuidA unique identifier of the business.
PayerRefstringA unique identifier of the recipient(Either PayeeRef or Email is required)
BusinessNmStringRequester name. If the requester is a business, then the Business Name will be returned. If the requester is an individual, then the Payer's full name will be returned.
FirstNmstringFirst Name of the Individual
MiddleNmstringMiddle Name of the Individual
LastNmstringLast Name of the individual
SuffixstringSuffix of the Individual
TINTypeStringTIN Type of the requester.
TINStringTaxpayer Identification Number of the requester.
DBAIdStringUnique Identifier for the DBA.
DBARefStringUnique identifier for each DBA. This identifier can be used in future references of the DBA in the API.
PayeeRefStringA unique identifier of the recipient.
RecipientIdGuidA unique ID generated by TaxBandits after the return is created and will be returned in the response. You can use this id for your future reference to update.
W9StatusStringStatus of the W-9.
StatusTsStringTimestamp of the W-9 Status
TINMatchingObjectTIN Matching information.
StatusStringTIN Matching status.
StatusTsStringTimestamp of the TIN Matching Status.
ErrorsStringShows the detailed error message.
FormW9RequestTypeStringForm W-9 requested Type.
  • URL_API - Form W-9 was requested using the RequestByURL method.
  • Email_API - Form W-9 was requested using the RequestByEmail method.
  • Email_UI - Form W-9 was requested from the TaxBandits UI application.
PdfUrlStringURL to download the completed W-9.
Note: This URL will expire in 24 hours.
EmailStringEmail Address of the recipient. This is the email to which the W-9 request was sent. The value will be null if the Form W-9 was requested using the RequestByUrl method.
FormDataObjectForm W-9 data of the recipient
Line1NmstringName as shown on the income tax return
Line2NmstringBusiness name/disregarded entity name (if different from Line1 Name)
FirstNmstringFirst Name of the Individual
MiddleNmstringMiddle Name of the Individual
LastNmstringLast Name of the individual
SuffixstringSuffix of the Individual
TINTypestringTIN type of the recipient.
TINstringRecipient's TIN
Size Range: 9
AddressObjectRecipient's complete address
Address1stringRecipient's Address 1 (number, street)
Size Range: 46
Address2stringRecipient's Address 2 (apt. or suite no.)
Size Range: 46
CitystringRecipient's City
Size Range: 50
StatestringRecipient's State
Size Range: 2
ZipCdstringRecipient's Zip Code
Size Range: 5..10
AccountNumstringRecipient's account number. You can use this field to enter any identification number you have for the recipient.
FederalTaxClassificationstringU.S. Federal Tax Classification of the person whose name is entered on Line 1
IsLine3bBooleanIf TRUE, identifies that the recipient is
  1. Either a partnership, trust or estate that has foreign partners, owners, or beneficiaries and the recipient is providing this form to a partnership, trust, or estate, in which they have an ownership interest. (or)
  2. Received a Form W-8 from any partner, owner, or beneficiary establishing foreign status (or)
  3. Received a Form W-9 from any partner, owner, or beneficiary that has checked the box on line 3b.
ExemptPayeeCdstringThis code indicates that the recipient is exempt from backup withholding
ExemptFromFATCAstringThis code indicates that the recipient is exempt from reporting under FATCA.
IsBackUpWHBooleanIf True identifies that the recipient have been notified by the Internal Revenue Service (IRS) that they are subject to backup withholding.
IsDAExemptBrokerBooleanWhen true, identifies the recipient is exempt from information reporting as a U.S. digital asset broker within the meaning of Regulations section 1.6045-1(g)(4)(i)(A)(1)
ErrorsObject[]Collection of errors for the Recipient
IdstringError ID number. This ID is assigned by TaxBandits and it is unique for each error.
NamestringName of the errored node.
MessagestringShows the error message

Request Params​

Get the W-9 data of the recipient with PayeeRef and BusinessId

FormW9/Get?PayeeRef=TN33&BusinessId=64581600-1e9b-4b4e-813c-6a1a22232c4e

Response JSON​

Success Response - This is a sample response for successful API requests.

{
  "SubmissionId": "bf8e19da-2549-4c96-9bb4-866976a8d3d2",
  "Requester": {
      "BusinessId": "522368c3-50ac-4501-a0a2-140d57ddbd3d",
      "PayerRef": null,
      "BusinessNm": "Snowdaze LLC",
      "FirstNm": null,
      "MiddleNm": null,
      "LastNm": null,
      "Suffix": null,
      "TINType": "EIN",
      "TIN": "33-2145701",
      "DBAId": null,
      "DBARef": null
  },
  "PayeeRef": "pay2148",
  "RecipientId": "9e1642f1-a0da-4bab-ab92-279a0edad795",
  "W9Status": "COMPLETED_AND_TIN_MATCH_INPROGRESS",
  "StatusTs": "2024-07-30 06:51:38 -04:00",
  "TINMatching": {
      "Status": "ORDER_CREATED",
      "StatusTs": "2024-07-30 06:52:12 -04:00",
      "Errors": null
  },
  "FormW9RequestType": "URL_API",
  "PdfUrl": "https://s3.amazonaws.com/taxbandits-dev-api/9cda7b2f-70e5-43bc-8062-e88b37bdcd2b.Pdf",
  "Email": "shawn@sample.com",
  "FormData": {
      "Line1Nm": "Delights LLC",
      "Line2Nm": "lights",
      "FirstNm": null,
      "MiddleNm": null,
      "LastNm": null,
      "Suffix": null,
      "TINType": "EIN",
      "TIN": "XX-XXX6835",
      "Address": {
          "Address1": "71 SAINT NICHOLAS DR",
          "Address2": null,
          "City": "NORTH POLE",
          "State": "AK",
          "ZipCd": "99705-7752"
      },
      "AccountNum": "236586",
      "FederalTaxClassification": "C Corporation",
      "IsLine3b": false,
      "ExemptPayeeCd": "1",
      "ExemptFromFATCA": "F",
      "IsBackUpWH": true,
      "IsDAExemptBroker": false
  },
  "Errors": null
}