Overview

W-9 is an IRS form used to obtain TIN (Taxpayer Identification Number) and certain other information from the payees/vendors, such as name, address, federal tax classification, TIN, subjection to backup withholding, and exemption codes for FATCA reporting, if any.

Generally, if the total payment made to the payees/vendors/recipients during the respective tax year is $600 or more (or) withheld any taxes under the backup withholding rules must file the appropriate 1099 forms to report these payments. The details collected using W-9s are used for the year-end filing of 1099 forms.

TaxBandits API integration offers a comprehensive way to request, obtain, verify the data with the IRS (TIN Matching) and manage W-9s from all your recipients efficiently within your software or portal.

Using TaxBandits API, you can automate the W-9 completion process and provide the payees/vendors with a hassle-free way to fill out their W-9s. Also, you can opt for TIN Matching to make sure that the EIN/SSN obtained through W-9 matches with the IRS database.

How to Automate W-9 with TaxBandits API

With TaxBandits API, you can automate the W-9 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 as an iframe and enable the payees to start the W-9 completion process on their own. You can customize this iframe page with your business logo and color theme.

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 forms. The recipients will receive an email with the link to complete their forms in a secure portal. The email and the secured portal can be customized with your business logo and color theme.

Other W-9 endpoints

• OAuth 2.0 - Used to get the access token. This access token must be supplied as the ‘Bearer‘ token in the request header. 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 W-9 forms and TIN Matching.
• List - Used to list the W-9s under a particular business. This list will comprise details such as status, payee name, and URL of the completed W-9 pdf.
• Get - Used to get the information submitted by the payee along with the link to download the completed W-9 as a pdf.
• Delete - Used to delete a particular W-9 request or a submission. If there are multiple W-9s requested in a submission, all the W-9 records under the submission will be deleted.
• W-9 Status Change Webhook - When payees fill, e-sign, and submit the form, you will receive an URL of the completed W-9 form and the information submitted by the payee.

Customization

• Email Customization (Applicable to RequestByEmail method) - The emails sent to the payees can be customized with your business name, logo and color theme.
• Secure Url Customization - The secure URL provided to complete W-9 can be customized in a way that represents your site or portal.
• 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.
• W-9 iFrame Page Customization (Applicable to RequestByUrl method) - You can opt for the following customizations in the iframe page.
  • Business Logo - Set the logo url and position as per your preferences
  • Page Theme - Customize the primary color and the secondary color of the page.
  • Interview-Style - As an alternative to direct-form entry, provide your recipients with an interview-style W-9 completion.
  • ShowDownloadPage - Choose whether or not to provide your recipients with the option to download their completed form.
  • RedirectUrls - Set the URLs to which you want the recipients to be redirected once they complete/cancel the W-9 submission.