FAQ

• Before using any endpoint, you must generate the Access token or JSON Web Token (JWT). This can be done by using the Auth method.
• The access token is a cryptic string, usually generated by the server in response to a request. To authenticate the request, 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.

• Instead of creating the business by yourself, you can have the respective payer (business) submit their details for 1099 filing using the Business/RequestByURL method.
• Using this endpoint, you can obtain a secure URL that can be embedded as an iframe on your software or portal. Upon clicking the URL, the payer can complete their information by themselves.
• You can configure the 'Business Complete' webhook to get notified once the payer/ submits the details.

The W-9/W-8 form completion link will expire only after the recipient has signed or canceled the Form. If the recipient cancels the request, you can use the same PayeeRef to generate a new link for them.

The PIF URL never expires. However, if the merchant uses the same link again, we will consider it an edit and update the new details for the business.

• When our system tries to deliver the notification to your webhook URL, the callback URL is expected to return HTTP 200 response code.
• If we do not receive 200 as the response code, our system will try to post the webhook notification at several intervals (within 24 hours) to the Webhook URL. At each failed attempt, an email will be sent to the "Notify email" you provided while adding the Callback URL.
• After 9 failed attempts, our system will stop trying, and it will mark the Webhook as Limit Reached, and you will receive a notification email. The corresponding Webhook URL will be made inactive
To change the webhook URL to Active,

• Login to the console site and navigate to Settings >> Webhook Settings.
• Click the Send Test Notification button against the URL.
• A sample webhook will be posted to the URL.
• If we receive an HTTP 200 response code, the URL will be made Active again.

• You can create a new business in the TaxBandits API by using the Business/Create endpoint. Your request JSON must contain details such as the Business Name, TIN, address, email, etc.
• If you prefer to set the business as default, you must set the 'IsDefaultBusiness' node in the request JSON as True.
• In the request JSON, you can provide your unique identifier for the business, i.e., PayerRef. Furthermore, TaxBandits will provide you with a unique 'BusinessId' for this business. You can either use PayerRef or BusinessId in your future API requests related to the business.

• If you have opted for TIN Matching in W-9 / W-8BEN / Whcertificate endpoints, you will get the TIN Matching statuses through the respective Webhook.

For example, if you have opted for TIN Matching in FormW9 endpoint, you will get the status of TIN Matching through Form W-9 Status Change Webhook (if configured).


• If you have opted for TIN Matching separately using TINMatchingRecipients endpoint, you can get the status via the TIN Matching Status Change Webhook.

You must configure the Postal Sent Webhook to receive a Webhook notification when the postal mail you opted for W-2/1099 forms is out for delivery to recipients.

Follow the steps below to find out the number of forms you have sent to the IRS using TaxBandits for the corresponding tax year:
1. Log in to console.taxbandits.com.
2. Navigate to Reports -> Monthly Transmission Report.
3. By default, the current year's monthly form transmission count will be shown. Users can also view the total number of individual forms transmitted for the tax year.
Note:A return will take at least four hours to reflect in this report after transmission. This report does not account for returns canceled or deleted after transmission.

To view the prior eight tax years' form transmission records in the TaxBandits API, select the specific year from the drop-down menu. The form transmission report for that year will be displayed.

Yes! TaxBandits API offers a feature to set a credit limit for all forms. Once the limit is reached, you will receive a Low Credit notification. You can set a credit limit for specific forms or services.

To set a credit limit and notification email:
1. Log in to console.taxbandits.com.
2. Navigate to Settings -> Low Credit Notification.
3. Click 'Add Email' to add email addresses for Low Credit notifications. Enter the email address and save it. You can edit or delete the email address using the icons in the Action column.
4. In the Summary of Low Credit Notification column, click 'Add/Edit' to set a credit limit for the forms or services you've chosen. Set the credit count for each form or service and save it. When the form/service limit is reached, you will receive a Low Credit notification at the provided email addresses.
Using the icons in the Action field, you can always change or remove the credit limit set for forms/services.

Not all rejections require retransmission. For instance, if a W-2 or Form 941 is rejected by the SSA/IRS as a duplicate, you are not required to retransmit them.

Note:If the IRS/SSA rejects your return as a duplicate in error, you must contact them for further assistance.

For other rejections, you can make the necessary changes using the UPDATE endpoint and retransmit the return at no additional cost (credit). TaxBandits API allows unlimited resubmissions until your return is accepted.

Integrating TaxBandits API with your application is a straightforward process.

• Create a free Sandbox account
• Develop and test the API
• Request to 'Go Live'
For detailed information, click here.

Complete the Go Live questionnaire from the Sandbox Dashboard. Our team will review your responses and contact you if further action is needed. Our sales team will also reach out for pricing and agreement.

Live: 34.239.209.88 & 129.213.79.42
Sandbox: 34.194.208.36

These are the IPs used in the headers for webhooks.

The URL generated from this endpoint never expires. If your payers use the same URL and update their details, the new information for the business will be updated.

Use the Delete endpoint to delete a particular form or multiple forms under a submission. If you pass only the SubmissionId in the API call, all the forms under that submission will be deleted.

Note:You can only delete forms with the CREATED status. Forms with statuses like TRANSMITTED, SENT TO AGENCY, or ACCEPTED cannot be deleted.

Yes! Our API undergoes a scheduled downtime in the event of tax year updates, architecture modifications, enhancements, or other maintenance procedures. In such cases, you won’t be able to access our API and the Consolers (Both Developer and Sandbox Consoles). You can still access the documentation.

For more information,click here.