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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, Form W-8BEN / W-8BEN-E can be used.

If you want the recipient to choose and fill either W-9 or W-8BEN based on their citizenship status, then the endpoint WhCertificate should be used.

How to Automate W-9/W-8 with TaxBandits API​

With TaxBandits API, you can automate the W-9/W-8 completion process using two different methods.

  1. Payee-Initiated :

    • RequestByUrl: Generates a unique, secure URL for each payee/vendor. 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/vendors linked to that business to complete their W-9/W-8 forms using the same link.

  2. Payer-Initiated :
    • 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.

Other WhCertificate endpoints​

  • Status - Used to get the status of form submission and TIN Matching.
  • 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.
  • WhCertificate Status Change Webhook - When payees fill, e-sign, and submit the form, you will receive a URL of the completed W-9/W-8 form and the information submitted by the payee.
note

In order to use any of the endpoints above, you must call the Auth method to get the access token. This access token must be supplied in the request header as the 'Bearer' token. Refer to OAuth 2.0 Authentication for more information on JWT authentication.

Customization:​

  • Email Customization (Applicable to RequestByEmail method) - The emails sent to the payees can be customized with your business name, logo, and color theme.
  • Secure Url Customization - The secure URL provided to complete W-9/W-8 can be customized in a way that represents your site or portal. To learn how to customize secure URL, click here.
  • Webhooks Customization - The information you receive through Webhooks can be customized. For example, you can request not to include PII data (such as TIN) in Webhook notifications.
  • W-9/W-8 iFrame Page Customization - You can opt for the following customizations in the iframe page

    • Business Logo - Set the logo url and position as per your preferences

    • Page Theme - Customize the primary color and the secondary color of the page.

    • Interview-Style - As an alternative to direct-form entry, provide your recipients with an interview-style W-9/W-8 completion.

    • ShowDownloadPage - Choose whether or not to provide your recipients with the option to download their completed form.

    • RedirectUrls (Applicable to RequestByUrl method) - Set the URLs to which you want the recipients to be redirected once they complete/cancel the W-9/W-8 submission.