Overview

TaxBandits API offers an online access service that enables you to share the recipient copies of Form 1099, W-2, 1098, 3921/3922, etc. , via a secure online portal. The recipients can provide consent to receive forms electronically and access/download their copies.

You can opt for this service by using the Create or Update endpoints of the respective forms. If you have missed doing so before transmission of the forms, you can use the OnlineAccess/Enable endpoint to opt for the service.

note

In order to use the following endpoints, you must call the Auth method to get the access token. This access token must be supplied in the request header as the 'Bearer' token. Refer to OAuth 2.0 Authentication for more information on JWT authentication.

Online Access Endpoints

• Enable - Used to enable online access service for forms submitted for particular recipients or all recipients under a submission after transmission.
• Resend - Used to resend online access invite emails to the recipients.
• Status - Used to retrieve the status of online access.
• ActivityLogRecords - Used to retrieve the online access activity summary of a particular recipient for whom you've enabled online access.