Skip to main content
Version: 1.7.3

W-9/W-8 Secure URL Customization

Before you automate the W-9/W-8 collection using TaxBandits API, you can customize the form page (secure URL) with your own branding.

Here are the steps to customize:

Step 1: Start Customization in Developer Console​

Log in to your Developer console. Navigate to Settings >> Secure URL Customization. Click ‘Start Customization’.

Step 2: Customize Logo and Favicon​

You can customize the logo and favicon to be featured on the secure URL (W-9/W-8 page).

Step 3: Customize Theme​

You can set the primary and secondary colors of the page to personalize the theme, ensuring it aligns with your existing application.

Step 4: Choose the Form Completion Method​

You can choose how you want the recipients to fill out their W-9/W-8.

  • Direct Form Entry: The recipients will enter their data directly into the digital W-9 form.
  • Interview Style: The recipients will answer a series of questions and let our system generate their form.

Step 5: Customize Email​

You can customize our ‘From’ email address with your own, ensuring easier recognition. To do so, follow the instructions provided and complete the email verification.

In addition, you can also customize the email template based on your preferences.

Step 6: Save Customization​

Once complete, you can click ‘Finish’ to save the customization.

Step 7: Use Customization ID​

You can add multiple customizations in the console. For each customization you complete, you’ll get a unique ‘Customization ID’. You must include the applicable Customization ID in your request JSON of the RequestByUrl method.