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Version: 1.7.3

Overview

Form W-9 is applicable only to U.S. residents. To obtain TIN information from non-U.S. residents, W-8 forms can be used.

Use the WhCertificate endpoint if you want the payee (recipient) to choose and fill out either W-9 or W-8 forms based on their citizenship status. You also have the option to customize the list of forms displayed to recipients so they only see the ones relevant to them. Learn more

Info

TaxBandits supports multiple languages (English, French, Spanish, German, Ukrainian and Portuguese) for W-9/W-8 submission. When initiating the requests, you can customize the language preference by providing the appropriate language code. Recipients will also have the option to change their preferred language

Methods to automate W-9/W-8 collection​

You can automate the W-9/W-8 completion process using any of the following endpoints.

  • RequestByUrl: Generates a unique, secure URL for each payee. You can embed this URL into your software, allowing each payee to complete their W-9/W-8 forms individually.
  • RequestByBusinessURL: Provides a single secure URL for a specific payer (or DBA). You can embed this in your platform, enabling multiple payees linked to that payer to complete their W-9/W-8 forms using the same link.
  • RequestByEmail: In this method, you can use the API to send email requests directly to the payees for the completion of the W-9/W-8 form.
  • RequestByText: In this method, you can use the API to send requests via text message directly to the payees for the completion of the W-9/W-8 form.
  • Drop-In UI: As an alternative to the above endpoints, TaxBandits API offers a readymade Form W-9/W-8 interface that can be tailored to align with your brand and integrated easily into your existing systems. Learn more.
Same payees/recipients working for multiple payers?


You are not required to request a W-9/W-8 separately for each payer. Instead, you can request a W-9 once for a payer, collect the W-9/W-8, and link it to the other payers using the LinkWhCertificate endpoint.

Automate TIN Matching with W-9/W-8 requests​

If you want to validate the payee TINs automatically once collected, you can set the IsTINMatching node to TRUE in the API requests of RequestByEmail, RequestByUrl, RequestByText, or RequestByBusinessUrl endpoints.

For Drop-In UI, you can configure the settings so that TIN Matching is automatically initiated once the payee submits their form.

Note:

Applicable only to W-9 forms.

Customization options​​

  • Branding Customization: Before you automate the W-9/W-8 collection using the TaxBandits API, you can customize the secure URL (form completion page) and the email sent to recipients (when using RequestByEmail) with your own branding. See How

  • Forms Displayed: When using the WhCertificate endpoint, you have the option to customize the list of forms displayed to recipients so they only see the ones relevant to them. Learn more

Other WhCertificate endpoints​​​

  • Create – Used to create W-9/W-8 based on the recipient data you already have.
  • Get - Used to get the information submitted by the payee along with the link to download the completed W-9/W-8 as a PDF.
  • List – Used to list the W-9/W-8 forms created under a particular payer.
  • Delete - Used to delete the W-9/W-8 forms of particular recipients.
  • ExpireLink – Used to deactivate a previously generated secure URL for a payer.
  • LinkWhCertificate - Used to link/map W-9/W-8 forms that are already created under one payer to multiple other payers.

Status Retrieval​

You have two different options.

  • Status - You can use this endpoint to get the status of form submission and TIN Matching (if opted).
  • Webhooks - Configure webhooks for the event type 'WhCertificate Status Change Webhook' to trigger automated notifications whenever the recipients submit their W-9/W-8 forms.