Upload (Create)

If you have already collected W-9 or W-8 forms from your recipients, you can import that existing data directly into TaxBandits using the WhCertificate/Create endpoint. This is the right way when you are migrating an existing vendor roster into TaxBandits, or when your application collects tax information independently and needs to register that data for downstream 1099 filing.

What the Create endpoint does

• Accepts structured W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8IMY, or W-8EXP data in the request body.
• Optionally accepts a PdfUrl pointing to a completed, signed form you already hold.
• Creates a recipient record under the specified business and assigns a unique RecipientId.
• TIN matching is triggered immediately after import if IsTINMatching is set to TRUE (W-9 only).

When to use Create vs. a collection method

Use Import when...	Use a collection method when...
You already hold a completed, signed form.	The recipient has not yet filled out a form.
You are migrating a vendor database into TaxBandits.	You need to send a request and wait for the recipient to respond.
Your application collects tax data directly and stores it internally.	You want TaxBandits to manage the collection workflow.

Linking imported records to multiple payers

If an imported recipient works with more than one payer on your platform, you do not need to import the same record separately for each payer. Once imported under one payer, use the LinkWhCertificate endpoint to map the existing certificate to additional payers. Learn more