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Version: 1.7.3

Overview

TaxBandits API is specifically designed to offer an easy way to meet tax compliance right from your software. This comprehensive document serves as a guide for software developers to understand how TaxBandits API works and outlines the optimal utilization of the API to efficiently create and e-file tax forms. The documentation includes sample requests and responses for each endpoint.

Forms Supported by TaxBandits API​

TaxBandits API supports all the major tax forms. For the complete list of forms, click here.

  • 1099 Forms: 1099-NEC, 1099-MISC, 1099-K, and other 1099 forms.
  • W-2 Forms: W-2, W-3, and W2C.
  • Withholding Certificates: W-9, W-8BEN and W-8BEN-E.
  • 94x Forms: 941, 941 Schedule R, 940, and 940 Schedule R.
  • ACA Forms: 1094-C and 1095-C.

We also offer a TIN Matching service to ensure the accuracy of your returns.

Develop, Review, and Go-Live​

Form W-2

Step 1: Sandbox Development

Form 941

Step 2: Request to ‘Go Live’

Form 940

Step 3: Go Live

Step 1: Sandbox Development​

  • Create a free Sandbox account at https://sandbox.taxbandits.com/ and provide your business details, contact information, interested tax forms, and use case.

  • You can use the Sandbox environment to develop and test the integration. You can also simulate the complete e-filing process.

    Click here for detailed information on Sandbox Development.

Step 2: Request to ‘Go Live’​

  • When you are done with the development and testing procedures, you can request to migrate your application to the production environment.
  • You can send an email to developer@taxbandits.com to request this transition.

Step 3: Go Live​

  • TaxBandits will verify your API Request/ Response logs in the Sandbox before production approval.

  • Once your request is approved, you will be provided with the login credentials to access the production console.

  • Follow the same steps as followed in Sandbox to get the Live JWT and hit the appropriate TaxBandits Live URLs to access the production endpoints.

    Note: Once your account is in production, we strongly recommend not to test the integration with test data. The returns filed in production will be directly sent to the IRS.

Common Field Names​

The API uses some common object fields across all API Endpoints so as to make referencing easier. As a user, gaining familiarity with these fields will help you understand how to send an API Request and how to interpret the data received in the Response.

  • Submission ID

    Let’s assume that a request is sent to the CREATE API Endpoint. This request can have the data of multiple clients or a single client. Once the request hits the Endpoint, a submission ID is created and will be notified back to the sender (you) as part of the Response.

    This Submission ID should be used in the follow-up requests initiated for Update, Delete, Validate, List, Get, and Transmit End Points.

  • Record ID

    A unique GUID is assigned to every form that is created by the API. This ID must be referenced for any follow-up requests.

    For example, if you want to delete a few forms that were created by the API, a request needs to be sent with the Submission ID and Record ID.

  • Sequence ID

    This is a unique identification number that you can assign to each record at the time of submission.

    Since the records are not created at this juncture, record ID would not have been created, and thus, identifying the list of successful / failed records from a large group becomes difficult.

    This is where the object field Sequence comes into play. In case the records are errored out, the 'Sequence' can be used to identify the records. You have to pass this as part of the request against each of the form data.

  • Business ID

    This is a unique identifier generated by TaxBandits when a business is created. This ID will be provided to you in response to the Business CREATE Endpoint.

    You can use this ID to reference the corresponding business in your API requests.

  • Recipient ID

    This is a unique identifier generated by TaxBandits when a return is created and will be provided to you in the response.

    You can use this ID to reference the corresponding recipient in your API Update requests.

  • Employee ID

    This is a unique identifier generated by TaxBandits for an employee. You can use this ID to reference the corresponding employee in your API Update requests.