Extend your software with TaxBandits IRS E-file API Integration

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Version: 1.7.1

RequestDraftPdfUrl

The response of the API request will return the Draft PDF for review purpose. This method can be used to retrieve PDF for a single record/form.

The PDF will be returned in the response for the Forms that are not yet Transmitted in TaxBandits.

This method will only provide the Copy A of the Form 1099 and it will have a watermark "For Review only" on it.

How does it work?

  1. The first step is to 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 and how to integrate with the subsequent requests.

  2. The second step is to call the Create endpoint Form1099MISCCorrection/Create to create a return in TaxBandits. Store the RecordId of the 1099 form that is generated by TaxBandits and returned in the Response.

  3. Next, call the [POST] Form1099MISCCorrection/RequestDraftPdfUrl endpoint. You will need to supply the following parameters:

    • Access Token in the header as Bearer Token (Generated using TaxBandits OAuth authentication API)

    • Form reference (RecordId) - Specify the RecordId for the form you need the Draft PDF form. If you do not have the RecordId, then you request the PDF using the following parameters

      • Business Reference - Use the business reference PayerRef or Businessid or TIN
      • Recipient Reference - Use the recipient reference PayeeRef or RecipientId or TIN
      • Tax Year - Tax year of the form you are requesting the PDF for.
POST Form1099MiscCorrection/RequestDraftPdfUrl

Request Body

FieldTypeDescription
RecordIdGuidOptional Specify the RecordId of the return
TINMaskTypestringOptional TIN Mask type on the TIN printed on the PDF
Allowed values: "MASKED", "UNMASKED"
TaxYearstringOptional Tax Year of the return. Specify only if you do not have the RecordId
BusinessobjectOptional Collects the Business identifier TIN or TBS Business Id or PayerRef. This object information is required only if you do not have the RecordId
    BusinessIdGuidOptional TaxBandits Unique Business Identifier. This ID is generated by TaxBandits after you create a business in your account using the Business endpoint.
    PayerRefstringOptional Unique payer identifier assigned by the client.
Size Range: 1 to 50
    TINTypestringOptional TIN type of the Business TIN. Use this as an alternative for BusinessId or PayerRef.
Allowed values: "SSN,EIN"
    TINstringOptional Taxpayer Identification Number. Use this as an alternative for BusinessId or PayerRef.
Size Range: 9 to 11
RecipientobjectOptional Collects the recipient's unique identifier. This object information is required only if you do not have the RecordId
    PayeeRefstringOptional An unique identifier for each recipient set by the client.
Size Range: 1 to 50
    RecipientIdGuidOptional Unique Recipient Identifier generated by TaxBandits
    TINTypestringOptional TIN type of the Recipient’s TIN. Use this as an alternative for RecipientId or PayeeRef.
Allowed values: "SSN,EIN"
    TINstringOptional Taxpayer Identification Number. Use this as an alternative for RecipientId or PayeeRef.
Size Range: 9 to 11

Response Body

FieldTypeDescription
RecordIdGuidUnique identifier of the record
RecipientIdGuidUnique Recipient Identifier generated by TaxBandits
PayeeRefstringAn unique identifier for each recipient set by the client.
DraftPdfUrlstringURL of the Draft PDF
Errorsobject[]Shows detailed error information
    IdstringReturns the validation error code
    NamestringName of the validation error
    MessagestringDescription of the validation error

Request JSON 1: With just the RecordId

{  "TaxYear": null,  "RecordId": "cf0a188b-6661-4b57-b04b-ba9ead52a16e",  "Business": null,  "Recipient": null}

Response JSON 1

{  "RecordId": "cf0a188b-6661-4b57-b04b-ba9ead52a16e",  "RecipientId": "bd2221f7-4be6-4cc7-813c-6346e23b9f63",  "PayeeRef": null,  "DraftPdfUrl":"https://expressirsforms.s3.us-east-1.amazonaws.com/pdfs/a570efbd-740f-4ae2-bfe7-26356cd85148/3e99f728-e9d4-4d88-99b6-e00638da7a5b/1099/221556/d/copy_tbs_wm_1up_221556.pdf",  "Error": null}

Request JSON 2: With No RecordId

{ "TaxYear": "2021", "RecordId": null, "Business": {   "BusinessId": "94B6214D-8DCA-490C-8FC3-602840B439B5",   "PayerRef": null,   "TINType": null,   "TIN": null }, "Recipient": {   "RecipientId": "6DDFFB5A-565F-402D-8602-7ECD917CEC04",   "PayeeRef": null,   "TINType": null,   "TIN": null }}

Response JSON 2

{  "RecordId": "cf0a188b-6661-4b57-b04b-ba9ead52a16e",  "RecipientId": "6DDFFB5A-565F-402D-8602-7ECD917CEC04",  "PayeeRef": null,  "DraftPdfUrl":"https://expressirsforms.s3.us-east-1.amazonaws.com/pdfs/a570efbd-740f-4ae2-bfe7-26356cd85148/3e99f728-e9d4-4d88-99b6-e00638da7a5b/1099/221556/d/copy_tbs_wm_1up_221556.pdf",  "Error": null}