# Form1099Transactions
You can use this method to send the payouts from payer to each recipient. This API can be triggered as many times in a tax year. TaxBandits will have reports of all the transactions of payouts by the payers to the recipients. At the end of the tax year, you can use our 1099 endpoints to generate and file for the recipients eligible to receive Form 1099.
# Delete
This method can be used to delete a 1099Transactions submission.
DELETE Form1099Transactions
1
Request Body
| Field | Type | Description |
|---|---|---|
| SubmissionId | Guid | Unique identifier of a submission. It is generated by TaxBandits. This Id can be retrieved in the response. |
Response Body
| Field | Type | Description |
|---|---|---|
| SubmissionId | Guid | Unique identifier of a submission. |
| StatusMsg | String | Status Message. |
| StatusTs | String | Time Stamp of the status. |
| Errors | object | Shows error information. This object will list the errors in the request parameters. |
Sample Request 1: DELETE Transaction
Form1099Transactions?SubmissionId=5a086e1f-72b2-433c-8f31-add986300cca
1
Sample Response 1
{
"SubmissionId": "5a086e1f-72b2-433c-8f31-add986300cca",
"StatusMsg": "Deleted Successfully",
"StatusTs": "2021-09-16 07:13:51 -04:00",
"Errors": null
}
1
2
3
4
5
6
2
3
4
5
6
Sample Request 2: DELETE Transaction sample with errors.
Form1099Transactions?SubmissionId=5a086e1f-72b2-433c-8f31-add986300cca
1
Sample Response 2
{
"SubmissionId": "09353cdd-29f1-4614-85e3-cc5e9d7e68a1",
"StatusMsg": "Error Occurred",
"StatusTs": "2021-05-29 03:17:41 -04:00",
"Errors": [
{
"Id": "F68-100023",
"Name": "SubmissionId",
"Message": "SubmissionId is invalid"
}
]
}
1
2
3
4
5
6
7
8
9
10
11
12
2
3
4
5
6
7
8
9
10
11
12
# Get
This endpoint gets a particular submission and lists transactions for a particular payer or payer/recipient combination
- To Get a particular submission supply the submissionid alone in the request.
- To List the transactions of a particular payer or payer/recipient combination supply the parameters other than SubmissionId.
GET Form1099Transactions
1
Request Body
| Field | Type | Description |
|---|---|---|
| SubmissionId | Guid | Unique identifier of a submission. |
| BusinessId | Guid | Unique identifier of a business. |
| PayerRef | String | Unique identifier of a business. Set by the client. |
| RecipientId | Guid | Unique identifier of a recipient. |
| PayeeRef | String | Unique identifier of a recipient. Set by the client. |
| TaxYear | String | Taxyear for which you want the transactions to be listed. In the format yyyy. |
| Page | Int | Page number that needs to be listed in the Response. If the value is not given, then the page will be defaulted to 1. |
| FromDate | String | Lists the transaction records between the date range. |
| ToDate | String | Lists the transaction records between the date range. |
Response Body
| Field | Type | Description |
|---|---|---|
| Form1099TxnDetails | Object[] | Transaction Details. |
| SubmissionId | Guid | Unique identifier of a submission. |
| TxnData | object[] | Collection of all the transactions from payers to recipients. |
| Business | object | Payer Information. |
| PayerRef | String | Unique identifier of the payer. Set by the client. |
| BusinessId | Guid | TaxBandits Unique Business Identifier. |
| TINType | String | TIN Type of the business. Allowed values: "SSN", "EIN" |
| TIN | String | Taxpayer Identification Number. Size Range: 9-11 |
| Recipients | object[] | Recipient Information. |
| PayeeRef | String | Unique identifier of the recipient. Set by the client. |
| RecipientId | Guid | Unique identifier of the recipient. |
| TINType | String | TIN Type of the recipient. Allowed values: "SSN", "EIN" |
| TIN | String | Taxpayer Identification Number. Size Range: 9-11 |
| Txns | object[] | Collection of Transactions. |
| SequenceID | String | Optional The SequenceId will act as a unique identifier for the transaction. TaxBandits will throw an error when there is an API request with a SequenceId that was previously sent. The SequenceId is an optional node.It can be used to eliminate any chance of duplicate transaction submission. Size Range: ..50 |
| TxnDate | String | Date of transaction. |
| TxnAmt | String | Transaction Amount. |
| WHAmt | String | Optional Amount withheld. |
| Page | Int | Requested Page Number. |
| TotalRecords | Int | Total number of records returned in the response. |
| TotalPages | Int | Total pages available for the business. |
| PageSize | Int | Requested Page Size. |
| Errors | object | Shows error information. |
Sample Request 1: To Get a particular submission
Form1099Transactions?SubmissionId=7f54c788-5673-4cc2-afc2-d5933b54bc37
1
Sample Response 1
{
"Form1099TxnDetails": [
{
"SubmissionId": "7f54c788-5673-4cc2-afc2-d5933b54bc37",
"TxnData": [
{
"Business": {
"PayerRef": "Be8523",
"BusinessId": "50e6e084-6c22-47a4-8a4e-018fd34eab42",
"TINType": "EIN",
"TIN": "64-3857839"
},
"Recipients": [
{
"PayeeRef": "Pe123",
"RecipientId": "43931da4-ccec-4054-81b5-7ca7249f3891",
"TINType": "SSN",
"TIN": "764-74-3823",
"Txns": [
{
"SequenceId": "1",
"TxnDate": "09/04/2020",
"TxnAmt": 178.25,
"WHAmt": 49.92
},
{
"SequenceId": "2",
"TxnDate": "08/03/2020",
"TxnAmt": 108.26,
"WHAmt": 28.91
},
{
"SequenceId": "3",
"TxnDate": "02/03/2020",
"TxnAmt": 138.26,
"WHAmt": 35.44
}
]
}
]
}
]
}
],
"Page": 1,
"TotalRecords": 1,
"TotalPages": 1,
"PageSize": 100,
"Errors": null
}
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
Sample Request 2: To list transactions under a payer and tax year.
Form1099Transactions?BusinessId=7289099A-E20F-4271-AB29-06865CECCB03&TaxYear=2020&Page=1&PageSize=10&TxnFromDate=01/01/2020&TxnToDate=12/30/2020"
1
Sample Response 2
{
"Form1099TxnDetails": [
{
"SubmissionId": "17E1EFA1-37B8-4ACE-89E9-877FE749B64E",
"TxnData": [
{
"Business": {
"PayerRef": "B001",
"BusinessId": "7289099A-E20F-4271-AB29-06865CECCB03",
"TINType": "EIN",
"TIN": "12-3123123"
},
"Recipients": [
{
"PayeeRef": "R001",
"RecipientId": "4191EA42-CBDF-411F-A515-AC48ADB63D78",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "06/18/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "03/07/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
},
{
"PayeeRef": null,
"RecipientId": "4789EA42-CBDF-411F-A515-AC48ADB63D78",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "08/23/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "06/19/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
}
]
},
{
"Business": {
"PayerRef": "F223432423",
"BusinessId": "4579099A-E20F-4271-AB29-06865CECCB03",
"TINType": "EIN",
"TIN": "78-3123365"
},
"Recipients": [
{
"PayeeRef": "R0123",
"RecipientId": "6591EA42-CBDF-411F-A515-AC48ADB6FH26",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "427.6",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "03/19/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "07/01/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
}
]
}
]
},
{
"SubmissionId": "26E1EFA1-37B8-4ACE-89E9-877FE749B66G",
"TxnData": [
{
"Business": {
"PayerRef": null,
"BusinessId": "7289099A-E20F-4271-AB29-06865CECCB03",
"TINType": "EIN",
"TIN": "12-3123123"
},
"Recipients": [
{
"PayeeRef": null,
"RecipientId": "4191EA42-CBDF-411F-A515-AC48ADB63D78",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "06/18/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "03/07/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
},
{
"PayeeRef": "R002",
"RecipientId": "4789EA42-CBDF-411F-A515-AC48ADB63D78",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "08/23/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "06/19/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
}
]
},
{
"Business": {
"PayerRef": "F223432423",
"BusinessId": "4579099A-E20F-4271-AB29-06865CECCB03",
"TINType": "EIN",
"TIN": "78-3123365"
},
"Recipients": [
{
"PayeeRef": null,
"RecipientId": "6591EA42-CBDF-411F-A515-AC48ADB6FH26",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "427.6",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "03/19/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "07/01/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
}
]
}
]
}
],
"Page": 1,
"TotalRecords": 2,
"TotalPages": 1,
"PageSize": 10,
"Errors": null
}
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
Sample Request 3: To list transactions under a payer and recipient for a particular tax year.
Form1099Transactions?BusinessId=7289099A-E20F-4271-AB29-06865CECCB03&recipientId=4191EA42-CBDF-411F-A515-AC48ADB63D78&TaxYear=2021&Page=1&PageSize=10&TxnFromDate=01/01/2020&TxnToDate=12/30/2020
1
Sample Response 3
{
"Form1099TxnDetails": [
{
"SubmissionId": "17E1EFA1-37B8-4ACE-89E9-877FE749B64E",
"TxnData": [
{
"Business": {
"PayerRef": "B001",
"BusinessId": "7289099A-E20F-4271-AB29-06865CECCB03",
"TINType": "EIN",
"TIN": "12-3123123"
},
"Recipients": [
{
"PayeeRef": "R001",
"RecipientId": "4191EA42-CBDF-411F-A515-AC48ADB63D78",
"Txns": [
{
"SequenceId": null,
"TxnDate": "12/11/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "06/18/2020",
"TxnAmt": "358.25",
"WHAmt": null
},
{
"SequenceId": null,
"TxnDate": "03/07/2020",
"TxnAmt": "358.25",
"WHAmt": null
}
]
},
]
}
]
}
]
}
],
"Page": 1,
"TotalRecords": 2,
"TotalPages": 1,
"PageSize": 10,
"Errors": null
}
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
# Post
How does this work?
Like any other TaxBandits API Endpoint, the first step is to call the Auth method to get the access token. This access token must be supplied in the request header as the ‘Bearer‘ token. Refer to OAuth 2.0 Authentication for more information on JWT authentication and how to integrate with the subsequent requests.
The second step is to call the Form1099Transactions Post with the following values.
Access Token in the header as Bearer Token (Generated using TaxBandits OAuth authentication API)
Business - Specify the payer from whom the Transactions were made. Any one of the following unique identifiers of the business (Payer) is mandatory.
- Payer Reference - This identifier is specified by the client while using the endpoint Business/RequestByUrl.
- BusinessId - This ID is generated by Taxbandits and returned in the response of Business/Create and Business/RequestByUrl endpoints. Refer to the Business endpoint to learn more about creating a Business in TaxBandits and retrieving the Business Id.
- TIN - Use Business TIN as an alternate identifier if you have not saved the Payer Reference or BusinessId.
Recipients - Specify the recipients to whom the Transactions were made. Any one of the following unique identifiers of the recipient is mandatory.
- PayeeRef - This identifier is specified by the client while using the endpoint FormW9/RequestByUrl. Refer Form W-9 endpoint to know more about Form W-9 in TaxBandits API.
- RecipientId - This ID is generated by Taxbandits and returned in the webhook responses of Form W-9 and TIN Matching endpoints. The RecipientId is also returned in the 1099 (MISC, NEC) create response.
- TIN - Use Business TIN as an alternate identifier if you have not saved the PayeeRef or RecipientId.
Transactions (Txns) - Transactions made by the payer to recipient.
- SequenceID - The SequenceId will act as a unique identifier for the transaction.
- TxnDate - Date the transaction was made.
- TxnAmt - Transaction amount in dollars.
- WHAmt - Amount withheld from the Transaction amount.
Key Points
Transactions from multiple payers to multiple recipients can be posted in a single submission.
The Transactions already posted cannot be edited. Instead use the Delete endpoint to delete an existing submission and post a new submission.
POST Form1099Transactions
1
Request Body
| Field | Type | Description |
|---|---|---|
| TxnData | object[] | This Object contains the Payer, Recipient and Transaction details. |
| Business | object | Payer Information. Either PayerRef, BusinessId or TIN is mandatory. |
| PayerRef | String | Unique identifier of the payer. Set by the client in the endpoint Business/RequestByUrl. |
| BusinessId | Guid | TaxBandits Unique Business Identifier. This ID is generated by TaxBandits after you create a business in your account using the Business endpoint. |
| TINType | String | TIN Type of the business. Allowed values: "SSN", "EIN" |
| TIN | String | Taxpayer Identification Number. Use this as an alternative for BusinessId or PayerRef. Size Range: 9-11 |
| Recipients | object[] | Recipient Information. Either PayeeRef, RecipientId or TIN is mandatory. |
| PayeeRef | String | Unique identifier of the recipient. Set by the client. |
| RecipientId | Guid | Unique identifier of the recipient. |
| TINType | String | TIN Type of the recipient. Allowed values: "SSN", "EIN" |
| TIN | String | Taxpayer Identification Number. Use this as an alternative for RecipientId or PayeeRef. Size Range: 9-11 |
| Txns | object[] | Collection of Transactions. |
| SequenceID | String | Optional The SequenceId will act as a unique identifier for the transaction. TaxBandits will throw an error when there is an API request with a SequenceId that was previously sent. The SequenceId is an optional node.It can be used to eliminate any chance of duplicate transaction submission. Size Range: ..50 |
| TxnDate | String | Date of transaction. In the format mm/dd/yyyy or mm-dd-yyyy. |
| TxnAmt | String | Transaction Amount. |
| WHAmt | String | Optional Amount withheld. |
Response Body
| Field | Type | Description |
|---|---|---|
| SubmissionId | Guid | Unique identifier of a submission. |
| StatusMsg | String | Status Message. |
| StatusTs | String | Time Stamp of the status. |
| Errors | object | Shows error information. This object will list the errors in the request parameters. |
Sample Request 1 : Post Transaction with BusinessId and RecipientId, with no errors.
{
"TxnData": [
{
"Business": {
"PayerRef": "Be8523",
"BusinessId": "50e6e084-6c22-47a4-8a4e-018fd34eab42",
"TINType": null,
"TIN": null
},
"Recipients": [
{
"PayeeRef": "Pe123",
"RecipientId": "43931da4-ccec-4054-81b5-7ca7249f3891",
"TINType": null,
"TIN": null,
"Txns": [
{
"SequenceId": "1",
"TxnDate": "09/04/2020",
"TxnAmt": "178.25",
"WHAmt": "49.92"
},
{
"SequenceId": "2",
"TxnDate": "08/03/2020",
"TxnAmt": "108.26",
"WHAmt": "28.91"
},
{
"SequenceId": "3",
"TxnDate": "02/03/2020",
"TxnAmt": "138.26",
"WHAmt": "35.44"
}
]
}
]
}
]
}
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Sample Response 1
{
"SubmissionId": "7f54c788-5673-4cc2-afc2-d5933b54bc37",
"StatusMsg": "Transactions saved successfully",
"StatusTs": "2021-09-16 07:13:51 -04:00",
"Errors": null
}
1
2
3
4
5
6
2
3
4
5
6
Sample Request 2 : Post Transaction sample with errors.
{
"TxnData": [
{
"Business": {
"PayerRef": null,
"BusinessId": "1231 12",
"TINType": null,
"TIN": null
},
"Recipients": [
{
"PayeeRef": "api6",
"RecipientId": "43931da4-ccec-4054-81b5-7ca7249f3891",
"TINType": null,
"TIN": null,
"Txns": [
{
"SequenceId": null,
"TxnDate": "23/11/2020",
"TxnAmt": "358.25",
"WHAmt": "44"
}
]
}
]
}
]
}
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Sample Response 2
{
"SubmissionId": null,
"StatusMsg": "Error occurred",
"StatusTs": null,
"Errors": [
{
"Id": "F73-100001",
"Name": "TxnData[1].Business.BusinessId",
"Message": "BusinessId is invalid"
},
{
"Id": "F73-100002",
"Name": "TxnData[1].Recipients[0].Txns[2].TxnDate",
"Message": "TxnDate must be in valid date format(MM/dd/yyyy)"
}
]
}
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17