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Version: 1.7.3

Overview

The TaxBandits API enables you to customize the emails sent to your recipients for completing a W-9/W-8 form, or requesting e-sign via Form 8453-EMP, with your own branding. This can be done using the RequestByEmail method.

You can use this endpoint to create multiple customizations, with a unique CustomizationId generated for each one. Include the relevant CustomizationId in the request JSON of the RequestByEmail method to apply your desired customization.

You can also customize your email template with your own branding directly from the developer console and generate a CustomizationId.

EmailCustomization endpoints​

  • Create - Used to generate email customizations, with a unique CustomizationId for each one you create.
  • Get - Used to retrieve the customization details associated with the CustomizationId you provide.
  • List - Used to generate a list of customizations you’ve created.
  • Delete - Used to delete a particular customization.