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Version: 1.7.3

Overview

TaxBandits API offers the ability to fully customize the secure URL provided to your recipients for completing the W-9/W-8 forms. This can be done when using the RequestByEmail, RequestByBusinessURL or RequestByURL methods.

By utilizing this endpoint, you can generate a CustomizationId, which can be included in the request JSON for the RequestByEmail, RequestByBusinessURL, or RequestByURL methods to apply the desired customization.

Alternatively, you can also customize the form page directly through the developer console and obtain the CustomizationId from there.

SecureUrlCustomization endpoints​

  • Create - Used to generate a unique CustomizationId for each customization you create.
  • Get - Used to retrieve the customization details associated with the CustomizationId you provide.
  • List - Used to generate a list of customizations you’ve made.
  • Delete - Used to delete a particular customization.