Skip to main content
Version: 1.7.3

Overview

The W-9 form can be used to obtain TINs only from U.S. residents. To obtain TIN from foreign individuals to whom you’ve paid, you must use Form W-8BEN - Certificate of Foreign Status of Beneficial Owner for the United States Tax Withholding and Reporting (Individuals).

TaxBandits API integration offers a comprehensive way to efficiently request, obtain, and manage W-8 BEN forms from all foreign recipients within your software or portal.

Using TaxBandits API, you can automate the W-8BEN completion process and provide the payees/vendors with a hassle-free way to fill out their W-8BEN forms.

How to Automate W-8BEN with TaxBandits API

With TaxBandits API, you can automate the W-8BEN completion process using two different methods.

  1. Payee Initiated - RequestbyUrl Method: In this method, you can embed the secure URL provided by the TaxBandits API in your software as an iframe and enable the payees to start the W-8BEN completion process on their own.You can customize this iframe page with your business logo and color theme.
  2. Payer Initiated - RequestbyEmail Method: In this method, you can use our API endpoint to send an email request to the payees for the completion of W-8BEN forms. The recipients will receive an email with the link to complete their forms in a secured portal. The email and the secured portal can be customized with your business logo and color theme.

Other W-8BEN endpoints​

  • OAuth 2.0 - Used 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 it with subsequent requests.
  • Status - Used to get the status of W-8BEN forms.
  • List - Used to list the W-8BEN forms under a particular business. This list will comprise details such as status, payee name, and URL of the completed W-8BEN pdf.
  • Get - Used to get the information submitted by the payee along with the link to download the completed W-8BEN as a pdf.
  • Delete - Used to delete a particular W-8BEN request or a submission. If there are multiple W-8BEN forms requested in a submission, all the W-8BEN records under the submission will be deleted.
  • Form W-8BEN Status Change Webhook - When payees fill, e-sign, and submit the form, you will receive a URL of the completed W-8BEN form and the information submitted by the payee.

Customization​​

  • Email Customization - The emails sent to the payees can be customized with your business name, logo and color theme.
  • Secure URL Customization - The secure URL provided to complete W-8BEN can be customized in a way that represents your site or portal.
  • Webhooks Customization - The information you receive through Webhooks can be customized. For example, you can request not to include PII data (such as TIN) in Webhook notifications.
  • W-8BEN Page (iFrame) Customization (Applicable to RequestByUrl method) - You can opt for the following customizations in the iframe page.
    • Business Logo - Set the logo url and position as per your preferences
    • Page Theme - Customize the primary color and the secondary color of the page.
    • ShowDownloadPage - Choose whether or not to provide your recipients with the option to download their completed form.
    • RedirectUrls - Set the URLs to which you want the recipients to be redirected once they complete/cancel the W-8BEN submission.