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Version: 1.7.3

PDF Retrieval Options

TaxBandits API allows you to retrieve the form PDFs at various stages using different endpoints.

A. Draft Forms​

If you want to show your clients a draft form for Review before transmitting the return to the IRS, you can use the endpoint RequestDraftPdfUrl.

For security purposes, the PDF URLs you receive from TaxBandits will be encrypted. You will have to decrypt them before downloading. You can find the steps to decrypt the URLs here.

B. Final Forms​

You can request the final forms only if the forms are transmitted through the API. There are a couple of endpoints that you can use to retrieve the Final PDFs RequestPdfUrls and GetPDF. You can choose the appropriate option based on your use case.

  • RequestPDFUrls - This endpoint will return the PDF URLs immediately in the response. The PDF URLs will be encrypted, and you have to decrypt them. You can find the steps to decrypt the URLs here.

  • GetPDF - This endpoint will send the PDFs as a Zip file via Webhook. You will have to configure the Webhook in Settings to receive the PDF. You’ll receive a separate ZIP file for each record. The ZIP file will contain the form copies of the corresponding recipient.

    The files are not encrypted, and you can directly download them. For security purposes, the file link will expire after 24 hours from the time of PDF Webhook delivery.

PDF Copies​

You will receive all the PDF copies (Except the Copy A) of a particular form. Here are the different copies you will receive while requesting a Final PDF are as follows.

Form W-2 CopiesForm 1099 CopiesForm 1098 / 5498 Copies
  • For the Employee
    • Copy B - To Be Filed With Employee’s FEDERAL Tax Return
    • Copy C - For EMPLOYEE’S RECORDS
    • Copy 2 - To Be Filed With Employee’s State, City, or Local
  • For the Recipient
    • Copy B - To Be Filed With Recipient’s FEDERAL Tax Return
    • Copy 2 - To be filed with Recipient’s state income tax return, when required.
  • For the Recipient
    • Copy B - To Be Filed With Recipient’s FEDERAL Tax Return
  • For the Employer
    • Copy D - For Employer
    • Copy 1- For State, City, or Local Tax Department
  • For the Payer
    • Copy C - For Payer
    • Copy 1 - For State Tax Department
  • For the Payer
    • Copy C - For Payer(Only for 1098, 5498)