LinkWhCertificate

If you're managing a Gig economy or Affiliate platform and your vendors or recipients work for multiple businesses or payers, instead of requesting separate W-9s from the same vendor or recipient for each business, you can use this endpoint to copy the W-9, W-8BEN, or W-8BEN-E form (WhCertificate) of a recipient or vendor that was already created under one payer to multiple other payers.

Your request JSON must include,

• New Payer Details: Provide the BusinessId or PayerRef of the payers for whom you want to copy the WhCertificate.
• Source Details: Provide the BusinessId or PayerRef of the payer where the WhCertificate currently exists. RecipientId or PayeeRef of the vendor or recipient.

Upon a successful request, the WhCertificate will be copied to the new payers, and a new RecipientId will be assigned for the vendor or recipient under each new business. If you didn't include PayeeRef in your request, the recipient's existing PayeeRef will be mapped.

POST WHCertificate/LinkWhCertificate 

Request Body

Field	Type	Description
BusinessDetails	Object[]	Contains information about the business for which the withholding certificate information should be duplicated.
BusinessId	Guid	Optional Use the unique Business ID (Generated by TaxBandits), you received in the response of the Business CREATE Endpoint. If you do not have a Business ID, ignore the field. By giving the Business ID, you do not have to provide all the business information again.
PayerRef	String	Optional An unique identifier for each payer completing their information. This identifier can be used in future references of the payer in the API. Size Range: ..50
PayeeRef	String	Optional An unique identifier for each payee completing their information. This identifier can be used in future references of the payee in the API. Size Range: ..50
SrcWHCertificate	Object	Contains information about the source Withholding Certificate details.
BusinessId	Guid	Optional Use the unique Business ID (Generated by TaxBandits), you received in the response of the Business CREATE Endpoint. If you do not have a Business ID, ignore the field. By giving the Business ID, you do not have to provide all the business information again.
PayerRef	String	Optional An unique identifier for each payer completing their information. This identifier can be used in future references of the payer in the API. Size Range: ..50
RecipientId	Guid	A unique identifier generated by TaxBandits for a Recipient of the source Withholding Certificate. You can use this ID for your future reference to Update.
PayeeRef	String	A unique identifier for each payee completing their information.

Request JSON

{
 "BusinessDetails": [    
   {
     "BusinessId": "5b88e3f6-bf34-4e5b-8f8b-7a81bc357e8c",
     "PayerRef": null,
     "PayeeRef": "Sequence1"
   }
 ],
 "SrcWHCertificate": {
   "BusinessId": "8803c2ef-640f-4991-b8c7-080e62877e10",
   "PayerRef": null,
   "RecipientId": "8175ea52-a93c-44de-8ae8-b38f6fa7d326",
   "PayeeRef": null
 }
}

Response Body

Field	Type	Description
DupWHCertificate	Object	It will show detailed information about duplicated Withholding certificate details against each business.
SubmissionId	Guid	Unique identifier of a submission
FormType	String	Gets the type of Withholding certificate form (W9/W8BEN/W8 BEN-E)
BusinessId	Guid	Unique identifier of a Business.
PayerRef	String	Unique identifier of the payer.
RecipientId	Guid	An unique identifier generated by TaxBandits for a Recipient when a Withholding certificate is duplicated. You can use this ID for your future reference to Update.
PayeeRef	String	An unique identifier for each payee completing their information.
Errors	Object[]	Shows detailed error information.
Id	String	Returns the validation error code.
Name	String	Name of the validation error.
Message	String	Description of the validation error.

Response JSON

{
    "DupWHCertificate": [
        {
            "SubmissionId": "d8ca660f-3001-4ec0-a4b9-e6dc509e18c6",
            "FormType": "FormW8BENE",
            "BusinessId": "5b88e3f6-bf34-4e5b-8f8b-7a81bc357e8c",
            "PayerRef": null,
            "RecipientId": "d4d19125-3457-49f3-a9ff-ae474e5cbc88",
            "PayeeRef": "Sequence1"
        }
    ],
    "Errors": null
}