Create

Create

Use this endpoint to apply your own branding to the secure URL (form page) sent to recipients for W-9/W-8 form completion or to clients for e-signing Form 8453-EMP.

In your request JSON, include branding elements like your business logo, favicon, and color theme. For W-8/W-9 forms, you can also specify your preferred form entry method (e.g., Interview flow).

For each customization you create, you'll receive a unique CustomizationId. You can create multiple customizations if needed.

POST PortalCustomization/Create 

Run in Postman

Request Body

Field	Type	Description
BusinessLogoUrl	String	Optional If given, the business logo will be displayed in the Iframe page Size Range: ..150
FavIconUrl	String	OptionalIf given, the favicon will be shown in the Iframe page Size Range: ..150
LogoPosition	String	Optional The position where your business logo will be placed on the page Allowed values “LEFT”, “CENTER”, “RIGHT”
PrimaryColor	String	The color theme of the iframe page will be customized with this primary color
SecondaryColor	String	The color theme of the iframe page will be customized with this secondary color
InterviewFlow	Boolean	Optional As an alternative to direct form entry, you can offer recipients an interview-style method to complete the W-9 or W-8 form
ShowDownloadPage	Boolean	Optional If set to TRUE, recipients will be given the option to download their completed form

Response Body

Field	Type	Description
CustomizationId	Guid	A unique customization identifier generated by TaxBandits. You can use this ID in your RequestByEmail, RequestByBusinessUrl, or RequestByURL methods
CustomizationNm	string	A unique customization name generated by TaxBandits
Errors	object[]	Details about any errors occurred
Id	string	The unique error ID assigned by TaxBandits for each error
Name	string	Name of the node where the error occurred
Message	string	Displays the error message

Request JSON

{
  "BusinessLogoURL": "https://www.spanenterprises.com/Content/Images/span.png",
  "FavIconURL": "https://expressirsforms.s3.amazonaws.com/UserFiles/FormW9Customisation/0b0b2cf6-5577-48f4-bb73-f3ae6d354257_2082_images5.png",
  "LogoPosition": "RIGHT",
  "PrimaryColor": "#00FF00",
  "SecondaryColor": "#FF00FF",
  "InterviewFlow": true,
  "ShowDownloadPage": true
}

Response JSON

{
    "CustomizationId": "94fd3f4e-69f5-40a9-bc27-a31d2364a1c4",
    "CustomizationNm": "Customization 01",
    "Errors": null
}