Email Customization

Before you automate the W-9/W-8 collection using the RequestByEmail method, you can customize the email sent to your payees (recipients) with your own branding.

Customizable elements

• Logo- Set the logo and favicon as per your preferences
• Color Theme- Customize the primary color of the email theme.
• ‘From’ Email Address- Personalize the ‘From’ email address on the emails
• Sender Name- Customize the name of the sender as you prefer
• Support Contact Information- Provide the contact details your clients can use to
  contact you.

How to customize

You can customize the email in two different ways:

1. Generate CustomizationId in developer console - You can customize the email in your developer console and generate a CustomizationId. Include this ID in your API requests for the RequestByEmail method. Here is how:

• Log in to the developer console. Navigate to Customization —> Email Customization.

• Complete the customization workflow to configure your sender name, ‘From’ email address, and other visual elements. You can choose between two options
  • Basic - Set up a branded email address under our domain (Example: noreply@yourbrandname.biztaxconnect.com)
  • Advanced - Customize the entire ‘From’ email address, including the domain.

• You’ll get a EmailCustomizationId. Pass this ID in your W-9/W-8 API requests to implement the changes.

2. Include customization details in the API Request - Alternatively, you can pass a Customization object directly in the API request for the corresponding request method to apply your preferred settings.

Note:

These customizations apply only to the email. To ensure consistent branding on the form completion page (secure URL), you’ll need to customize it separately.
See how