Whcertificate Reconciliation Report

Whcertificate Reconciliation Report

GET Reports/WhFormsReconcileReport 

Run in Postman

Use this endpoint to retrieve the count and current status of W-9/W-8 requests initiated in your account.

Provide the date range for the period you wish to generate the report, and the response will include a complete summary of WhCertificate requests along with their statuses. Click here to view the complete list of statuses available for W-9/W-8 forms.

Request Params

Field	Type	Description
FromDate	string	Optional Enter a date from which the form W9/W8 records need to be listed in MM/DD/YYYY format.
ToDate	string	Optional Enter a date till which the W9/W8 records created are to be listed in MM/DD/YYYY format.

Response Body

Field	Type	Description
WithHoldingFormsSummary	Object	Summary of withholding forms requests and statuses.
RequestByEmail	Object	Summary of requests initiated through email.
RequestByEmailTotalCount	Number	Returns the total number of requests sent through email.
WhCertificate	Object	Returns withholding certificate request statistics for email requests.
WhCertificateTotalCount	Number	Returns the total number of withholding certificate requests sent through email.
SENT	Number	Returns total number of forms in the SENT status.
OPENED	Number	Returns total number of forms in OPENED status.
BOUNCED	Number	Returns total number of forms in BOUNCED status.
FormW9	Object	Returns Form W-9 request statistics for email requests.
W9TotalCount	Number	Returns total number of Form W-9 requests.
SENT	Number	Returns total number of forms in SENT status.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
AWAITING_TIN_CERTIFICATE	Number	Returns total number of forms awaiting TIN certification.
COMPLETED_AND_TIN_MATCH_INPROGRESS	Number	Returns total number of completed forms currently undergoing TIN matching.
INVALID	Number	Returns total number of forms in INVALID status.
BOUNCED	Number	Returns total number of forms in BOUNCED status.
FormW8BEN	Object	Returns Form W-8BEN request statistics for email requests.
W8BENTotalCount	Number	Returns total number of Form W-8BEN requests.
SENT	Number	Returns total number of forms in SENT status.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
BOUNCED	Number	Returns total number of forms in BOUNCED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
FormW8BENE	Object	Returns Form W-8BEN-E request statistics for email requests.
W8BENETotalCount	Number	Returns total number of Form W-8BEN-E requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
FormW8EXP	Object	Returns Form W-8EXP request statistics for email requests.
W8EXPTotalCount	Number	Returns total number of Form W-8EXP requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
FormW8ECI	Object	Returns Form W-8ECI request statistics for email requests.
W8ECITotalCount	Number	Returns total number of Form W-8ECI requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
FormW8IMY	Object	Returns Form W-8IMY request statistics for email requests.
W8IMYTotalCount	Number	Returns total number of Form W-8IMY requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
RequestByUrl	Object	Summary of requests initiated through URL generation.
RequestByUrlTotalCount	Number	Returns total number of URL-based requests.
WhCertificate	Object	Returns withholding certificate request statistics for URL requests.
WhCertificateTotalCount	Number	Returns total number of withholding certificate URL requests.
URL_GENERATED	Number	Returns total number of generated URLs.
OPENED	Number	Returns total number of opened URLs.
FormW9	Object	Returns Form W-9 request statistics for URL requests.
W9TotalCount	Number	Returns total number of Form W-9 URL requests.
URL_GENERATED	Number	Returns total number of generated URLs.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
AWAITING_TIN_CERTIFICATE	Number	Returns total number of forms awaiting TIN certification.
COMPLETED_AND_TIN_MATCH_INPROGRESS	Number	Returns the total number of completed forms currently undergoing TIN matching.
INVALID	Number	Returns total number of forms in INVALID status.
ONHOLD	Number	Returns total number of forms in ONHOLD status.
FormW8BEN	Object	Returns Form W-8BEN request statistics for URL requests.
W8BENTotalCount	Number	Returns total number of Form W-8BEN URL requests.
URL_GENERATED	Number	Returns total number of generated URLs.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
ONHOLD	Number	Returns total number of forms in ONHOLD status.
FormW8BENE	Object	Returns Form W-8BENE request statistics for URL requests.
W8BENETotalCount	Number	Returns total number of Form W-8BENE URL requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
ONHOLD	Number	Returns total number of forms in ONHOLD status.
FormW8EXP	Object	Returns Form W-8EXP request statistics for URL requests.
W8EXPTotalCount	Number	Returns total number of Form W-8EXP URL requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
ONHOLD	Number	Returns total number of forms in ONHOLD status.
FormW8ECI	Object	Returns Form W-8ECI request statistics for URL requests.
W8ECITotalCount	Number	Returns total number of Form W-8ECI URL requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
ONHOLD	Number	Returns total number of forms in ONHOLD status.
FormW8IMY	Object	Returns Form W-8IMY request statistics for URL requests.
W8IMYTotalCount	Number	Returns total number of Form W-8EXP URL requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
ONHOLD	Number	Returns total number of forms in ONHOLD status.
RequestByText	Object	Summary of requests initiated through text.
RequestByTextTotalCount	Number	Returns the total number of requests sent through text.
WhCertificate	Object	Returns withholding certificate request statistics for text requests.
WhCertificateTotalCount	Number	Returns the total number of withholding certificate requests sent through text.
SENT	Number	Returns total number of forms in the SENT status.
OPENED	Number	Returns total number of forms in OPENED status.
FormW9	Object	Returns Form W-9 request statistics for text requests.
W9TotalCount	Number	Returns total number of Form W-9 requests.
SENT	Number	Returns total number of forms in SENT status.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
AWAITING_TIN_CERTIFICATE	Number	Returns total number of forms awaiting TIN certification.
COMPLETED_AND_TIN_MATCH_INPROGRESS	Number	Returns total number of completed forms currently undergoing TIN matching.
INVALID	Number	Returns total number of forms in INVALID status.
FormW8BEN	Object	Returns Form W-8BEN request statistics for text requests.
W8BENTotalCount	Number	Returns total number of Form W-8BEN requests.
SENT	Number	Returns total number of forms in SENT status.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
FormW8BENE	Object	Returns Form W-8BEN-E request statistics for text requests.
W8BENETotalCount	Number	Returns total number of Form W-8BEN-E requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
FormW8EXP	Object	Returns Form W-8EXP request statistics for text requests.
W8EXPTotalCount	Number	Returns total number of Form W-8EXP requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
FormW8ECI	Object	Returns Form W-8ECI request statistics for text requests.
W8ECITotalCount	Number	Returns total number of Form W-8ECI requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
FormW8IMY	Object	Returns Form W-8IMY request statistics for text requests.
W8IMYTotalCount	Number	Returns total number of Form W-8IMY requests.
OPENED	Number	Returns total number of forms in OPENED status.
COMPLETED	Number	Returns total number of forms in COMPLETED status.
EXPIRED	Number	Returns total number of forms in EXPIRED status.
WHCertificateCreate	Object	Summary of uploaded forms through manual save endpoint
WHCertificateCreateTotCount	Number	Returns the total number of uploaded forms through manual save endpoint
COMPLETED	Number	Returns total number of forms in COMPLETED status.
AWAITING_TIN_CERTIFICATE	Number	Returns total number of forms awaiting TIN certification.
COMPLETED_AND_TIN_MATCH_INPROGRESS	Number	Returns total number of completed forms currently undergoing TIN matching.
INVALID	Number	Returns total number of forms in INVALID status.
Errors	object[]	Shows error information
Id	string	Returns the validation error Id.
Name	string	Name of the validation error.
Message	string	Description of the validation error.

Request Params

"Reports/WhFormsReconcileReport?FromDate=11/11/2025&ToDate=03/25/2025"

Response JSON

Success Response - This is a sample response for successful API requests.

{
   "WithHoldingFormsSummary": {
      "RequestByEmail": {
         "RequestByEmailTotalCount": 126,
         "WhCertificate": {
            "WhCertificateTotalCount": 74,
            "SENT": 69,
            "OPENED": 4,
            "BOUNCED": 0
         },
         "FormW9": {
            "W9TotalCount": 31,
            "SENT": 9,
            "OPENED": 7,
            "COMPLETED": 15,
            "AWAITING_TIN_CERTIFICATE": 0,
            "COMPLETED_AND_TIN_MATCH_INPROGRESS": 0,
            "INVALID": 0,
            "BOUNCED": 0
         },
         "FormW8BEN": {
            "W8BENTotalCount": 15,
            "SENT": 9,
            "OPENED": 4,
            "COMPLETED": 0,
            "BOUNCED": 0,
            "EXPIRED": 2
         },
         "FormW8BENE": {
            "W8BENETotalCount": 3,
            "OPENED": 3,
            "COMPLETED": 0,
            "EXPIRED": 0
         },
         "FormW8EXP": {
            "W8EXPTotalCount": 0,
            "OPENED": 0,
            "COMPLETED": 0
         },
         "FormW8ECI": {
            "W8ECITotalCount": 2,
            "OPENED": 0,
            "COMPLETED": 1
         },
         "FormW8IMY": {
            "W8IMYTotalCount": 1,
            "OPENED": 1,
            "COMPLETED": 0,
            "EXPIRED": 0
         }
      },
      "RequestByUrl": {
         "RequestByUrlTotalCount": 136,
         "WhCertificate": {
            "WhCertificateTotalCount": 40,
            "URL_GENERATED": 41,
            "OPENED": 0
         },
         "FormW9": {
            "W9TotalCount": 67,
            "URL_GENERATED": 2,
            "OPENED": 14,
            "COMPLETED": 49,
            "AWAITING_TIN_CERTIFICATE": 5,
            "COMPLETED_AND_TIN_MATCH_INPROGRESS": 0,
            "INVALID": 2,
            "ONHOLD": 2
         },
         "FormW8BEN": {
            "W8BENTotalCount": 7,
            "URL_GENERATED": 0,
            "OPENED": 4,
            "COMPLETED": 0,
            "EXPIRED": 2,
            "ONHOLD": 1
         },
         "FormW8BENE": {
            "W8BENETotalCount": 12,
            "OPENED": 2,
            "COMPLETED": 1,
            "EXPIRED": 6,
            "ONHOLD": 3
         },
         "FormW8EXP": {
            "W8EXPTotalCount": 1,
            "OPENED": 0,
            "COMPLETED": 1,
            "ONHOLD": 0
         },
         "FormW8ECI": {
            "W8ECITotalCount": 3,
            "OPENED": 1,
            "COMPLETED": 2,
            "ONHOLD": 0
         },
         "FormW8IMY": {
            "W8IMYTotalCount": 5,
            "OPENED": 5,
            "COMPLETED": 0,
            "EXPIRED": 0,
            "ONHOLD": 0
         }
      },
      "RequestByText": {
         "RequestByTextTotalCount": 22,
         "WhCertificate": {
            "WhCertificateTotalCount": 8,
            "SENT": 6,
            "OPENED": 2
         },
         "FormW9": {
            "W9TotalCount": 14,
            "SENT": 4,
            "OPENED": 4,
            "COMPLETED": 6,
            "AWAITING_TIN_CERTIFICATE": 0,
            "COMPLETED_AND_TIN_MATCH_INPROGRESS": 0,
            "INVALID": 0
         },
         "FormW8BEN": {
            "W8BENTotalCount": 0,
            "SENT": 0,
            "OPENED": 0,
            "COMPLETED": 0,
            "EXPIRED": 0
         },
         "FormW8BENE": {
            "W8BENETotalCount": 0,
            "OPENED": 0,
            "COMPLETED": 0,
            "EXPIRED": 0
         },
         "FormW8EXP": {
            "W8EXPTotalCount": 0,
            "OPENED": 0,
            "COMPLETED": 0
         },
         "FormW8ECI": {
            "W8ECITotalCount": 0,
            "OPENED": 0,
            "COMPLETED": 0
         },
         "FormW8IMY": {
            "W8IMYTotalCount": 0,
            "OPENED": 0,
            "COMPLETED": 0,
            "EXPIRED": 0
         }
      },
      "WHCertificateCreate": {
         "WHCertificateCreateTotCount": 0,
         "COMPLETED": 0,
         "AWAITING_TIN_CERTIFICATE": 0,
         "COMPLETED_AND_TIN_MATCH_INPROGRESS": 0,
         "INVALID": 0
      }
   },
   "Errors": null
}