Customization Options

TaxBandits Drop-In UI allows you to customize the WHCertificate form experience to match your platform's branding, workflow, and recipient onboarding process.

Form Customization

Customize the visual appearance of the WHCertificate form to match your platform's branding.

Textbox and Dropdown Customization

Field	Description	Default Value
FontColor	Text color in the input fields.	#212529
Border	Border color for input and dropdown fields.	#0000008a
BorderFocus	Border color when the input or dropdown is focused.	#86b7fe
BorderRadius	Shape of the input and dropdown fields.	0.375rem

Button Customization

Field	Description	Default Value
PrimaryColor	Color of primary buttons (e.g., Continue, Download).	#f26d21
SecondaryColor	Color of secondary buttons (e.g., Cancel).	#3097f3
Fontcolor	Button text color.	#000

Field Labels

Field	Description	Default Value
color	Label text color.	#949494

Hyperlinks

Field	Description	Default Value
Color	Hyperlink color.	#3097f3

Text

Field	Description	Default Value
Heading	Color of the primary heading text.	#212529
SubHeading	Color of the secondary heading text.	#000000de
Para	Color of paragraph and body text.	#000000de
HelpText	Color of help text.	#9e9e9e

Request Configuration

When making a WhCertificate request, you can provide the following details:

Payer (Requester) Information

Use the requester fields to associate the WHCertificate form with a specific business or DBA.

Field	Description	Size Range
PayerRef	Optional A unique payer identifier for the business.	1–50 characters
BusinessId	Optional TaxBandits' unique business identifier, generated when you create a payer through the Business API. If not provided, the first business created in your account is used.	GUID
TIN	Optional Taxpayer Identification Number (TIN). Can be used instead of BusinessId or PayerRef.	1–11 characters
DBAId	Optional Unique identifier for the Doing Business As (DBA) name.	1–50 characters
DBARef	Optional Unique reference for the DBA, used for future references.	1–50 characters

Recipient Information

Use recipient fields to pre-fill recipient information on the W-9/W-8 form. This helps reduce manual entry and improves the completion experience.

Field	Description	Size Range
PayeeRef	Unique identifier for the recipient completing Form WHCertificate, used for future reference.	1–50 characters
Name	Optional Recipient name. This will be pre-filled on the form.	Max. 40 chars
Address	Object containing recipient's US address details:	-
Address1	Optional First line of the recipient's US address (street or P.O. box).	Max. 46 chars
Address2	Optional Second line of the recipient's US address (suite, apartment, etc.).	Max. 46 chars
City	Optional Recipient's US city. This will be pre-filled on the form.	Max. 50 chars
State	Optional Recipient's US state code. This will be pre-filled on the form.	2 characters, valid state codes
ZipCd	Optional Recipient's zip code. Format: 99999 or 99999-9999. This will be pre-filled on the form.	5–10 characters

TIN Matching

Enable TIN Matching if you want TaxBandits to validate the recipient's name and TIN after Form W-9 is submitted through WHCertificate.

Field	Description
IsTINMatching	Optional Set to True to enable TIN Matching. After the recipient submits Form W-9 via WHCertificate, TaxBandits will match the recipient’s name and SSN with the IRS database and notify you of the results via webhook.

TIN Matching applies only to Form W-9 submissions. W-8 forms are not eligible for TIN Matching.

Redirect Urls

Use redirection URLs to control where recipients are sent after they complete or cancel the WHCertificate process.

Field	Description	Size Range
ReturnUrl	Optional URL to which the recipient will be redirected upon completing Form WHCertificate.	Max. 150 characters
CancelUrl	Optional URL to which the recipient will be redirected if they cancel the process. If not provided, the cancel button will not be displayed.	Max. 150 characters