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Version: 1.7.3

Customization Options

You can customize the following components of the W-9 page using Drop-in UI.

Drop In Customization Image

Requester​

FieldDescription
PayerRef
(String)            		Optional A unique payer identifier you assigned to the payer (business) while creating them.
Size Range: 1-50
BusinessId
(Guid)            		Optional TaxBandits unique business identifier. This ID is generated by TaxBandits after you create a payer (business) in your account using the Business endpoint. If you do not provide the BusinessId in the request, then the URL will be generated against the default business, i.e., the first business created in your account.
TIN
(String)            		Optional Taxpayer Identification Number. Use this as an alternative for BusinessId or PayerRef.
Size Range: 9-11
DBAId
(String)            		Optional A unique Identifier for the DBA.
DBARef
(String)            		Optional A unique identifier for each DBA. This identifier can be used in future references for the DBA.
Size Range: 1 - 50

Recipient​

FieldDescription
PayeeRef
(String)            		A unique identifier for each recipient completing the Form W-9, which can be used for future reference.
Size Range: 1-50
Name
(String)            		Optional Recipient Name. This will be pre-filled on the Form.
Size Range: ..40
Address
(Object)            		US address of the recipient.
Address1
(String)            		Optional Recipient US Address 1 (street address or post office box of that locality). This will be pre-filled on the Form.
Size Range: ..46
Address2
(String)            		Optional Recipient US Address 2 (suite or apartment number). This will be pre-filled on the Form.
Size Range: ..46
City
(String)            		Optional Recipient US City. This will be pre-filled on the Form.
Size Range: ..50
State
(String)             		Optional Recipient US State Code. This will be pre-filled on the Form.
Size Range: 2
Allowed values

"AL", "AK", "AZ", "AR", "CA", "CO", "CT", "DE", "DC", "FL", "GA", "HI", "ID", "IL", "IN", "IA", "KS", "KY", "LA", "ME", "MD", "MA", "MI", "MN", "MS", "MO", "MT", "NE", "NV", "NH", "NJ", "NM", "NY", "NC", "ND", "OH", "OK", "OR", "PA", "RI", "SC", "SD", "TN", "TX", "UT", "VT", "VA", "WA", "WV", "WI", "WY", "AS", "FM", "GU", "MH", "MP", "PW", "PR", "VI", "AA", "AE", "AP"

ZipCd
(String)             		Optional Recipient Zip code. In the format 99999 or 99999-9999. This will be pre-filled on the Form.
Size Range: 5..10

TIN Matching​

FieldDescription
IsTINMatchingOptional TIN Matching will be enabled when the value is set as True. Once the recipient completes Form W-9,TaxBandits will match the Recipient's Name and SSN with the IRS database and notify the client via the webhook with the TIN results.

Customization​

  • Textbox dropdown​

    All style variables in this section are nested under “TextboxDropdown”.

    FieldDescription
    FontColor
    (string, Default: #212529)    		The color of the input text
    BackGroundColorThe color of the textbox and dropdown background
    Border
    (string, Default: #0000008a)    		The border color of the textbox and dropdown
    BorderFocus
    (string, Default: #86b7fe)    		Color of the textbox and dropdown when in focus       
    BorderRadius
    (string, Default: 0.375rem)    		Shape of the textbox and dropdown

  • Button​

    All style variables in this section are nested under “Button”.

    FieldDescription
    Primarycolor
    (string, Default : #f26d21)    		The color of the primary buttons, such as Continue,
    Download, etc.
    Secondarycolor
    (string, Default : #3097f3)    		The color of secondary buttons is such as ‘Click to Esign’.
    Fontcolor
    (string, Default : #000)    		The color of the button text

  • Label​

    All style variables in this section are nested under the “Label”.

    FieldDescription
    Color
    (string, Default : ##949494)    		Color of the label text                                                             

  • All style variables in this section are nested under the “Link”.

    FieldDescription
    Color
    (string, Default : #3097f3)    		Color of the hyperlink                                                                   

  • CheckBox​

    All style variables in this section are nested under the “Checkbox”.

    FieldDescription
    BackGroundColor
    (string, Default : #3097f3)    		The background color of the checkbox and radio button    

  • Text​

    All style variables in this section are nested under the “Text”.

    FieldDescription
    Heading
    (string, Default : #212529)    		Color of the primary heading
    SubHeading
    (string, Default : #000000de)    		Color of the secondary heading
    Para
    (string, Default : #000000de)    		Color of the para and text color                                           
    HelpText
    (string, Default : #9e9e9e)    		Color of the help text

RedirectUrls​

FieldDescription
ReturnUrl            
(String)		Optional Return Redirection URL. Set the callback URL redirection once the recipient completes filling the Form W-9.
Size Range: ..150
CancelUrl            
(String)		Optional Cancel Redirection URL. Set the callback URL when the recipient clicks the cancel button on the Form W-9.
Note: If you do not provide this URL, the cancel button will not be shown to the recipient.
Size Range: ..150