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Version: 1.7.3

Overview

Form W-9 is applicable only to U.S. residents. To obtain TIN information from non-U.S. residents, Form W-8BEN / W-8BEN-E can be used.

If you want the recipient to choose and fill either W-9 or W-8BEN based on their citizenship status, then the endpoint WhCertificate should be used.

How to Automate W-9/W-8 with TaxBandits API​​

With TaxBandits API, you can automate the W-9/W-8 completion process using the following methods.

  1. Payee-Initiated Method
    • RequestByUrl: Generates a unique, secure URL for each payee/vendor. You can embed this URL into your software, allowing each payee to complete their W-9/W-8 forms individually.
    • RequestByBusinessURL: Provides a single secure URL for a specific payer (or DBA). You can embed this in your platform, enabling multiple payees/vendors linked to that business to complete their W-9/W-8 forms using the same link.
  2. Payer-Initiated Method
    • RequestByEmail: In this method, you can use the API to send email requests directly to the payees for the completion of the W-9/W-8 form.

Other WhCertificate Endpoints​​

  • Get - Used to get the information submitted by the payee along with the link to download the completed W-9/W-8 as a PDF.
  • Status - Used to get the status of form submission and TIN Matching.
  • Delete - Used to delete the W-9/W-8 forms of particular recipients.
  • LinkWhCertificate - Used to link/map W-9/W-8 forms that are already created under one payer to multiple other payers.

Customization:​

  • Email Customization (Applicable to RequestByEmail method) - 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-9/W-8 can be customized in a way that represents your site or portal. To learn how to customize secure URL, click here.
  • 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-9/W-8 iFrame Page Customization - 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.
    • Interview-Style - As an alternative to direct-form entry, provide your recipients with an interview-style W-9/W-8 completion.
    • ShowDownloadPage - Choose whether or not to provide your recipients with the option to download their completed form.
    • RedirectUrls (Applicable to RequestByUrl method) - Set the URLs to which you want the recipients to be redirected once they complete/cancel the W-9/W-8 submission.

Status Retrieval​

You have multiple options to retrieve the status of W-9/W-8 forms.

  • You can use the Status endpoint or Get endpoint to retrieve the status manually.
  • Configure webhooks for the event type 'WhCertificate Status Change Webhook' to trigger automated notifications whenever the recipients submit their W-9/W-8 forms.