TaxBandits API

# FormW8BEN

Form W-8BEN must be submitted by foreign individuals that receive certain types of income in the United States.

Foreign persons are ordinarily subject to a tax rate of 30% on specific types of income they receive from U.S. payers, including:

  • Interest (including certain original issue discount (OID))
  • Dividends
  • Rents
  • Royalties
  • Premiums
  • Annuities
  • Compensation for, or in expectation of, services performed
  • Substitute payments in a securities lending transaction or
  • Other fixed or determinable annual or periodical gains, profits, or income.

If a foreign individual receives certain types of income, the individual must provide Form W-8BEN to:

  • Establish that the person is not a U.S. citizen.
  • Claim that the individual is the beneficial owner of the income for which Form W-8BEN is being provided or a foreign partner in a partnership subject to section 1446.
  • If applicable, claim a reduced rate of, or exemption from, withholding as a resident of a foreign country with which the United States has an income tax treaty and the person is eligible for treaty benefits.

Note: If the beneficiary is an entity and NOT an individual use Form W-8BEN-E (Certificate of Status of Beneficial Owner forUnited States Tax Withholding and Reporting (Entities)).

The TaxBandits application and API is equipped to handle the many situations you may face when working with individuals and vendors outside of your organization. Let’s discuss the complete solution that TaxBandits offers for requesting, presenting, and acquiring a signed W-8BEN from your recipients.

  • Request a W-8BEN URL to be Embedded in your Website or Native App

    TaxBandits will supply the W-8BEN URL uniquely for each request. This URL can then be embedded into your web page or native app.

    The RequestByURL endpoint is used to get the URL. This request takes in a unique Payee Reference for the recipient such as the vendor id, contractor number, a random number, or even an email address (This will be used to identify the recipient for future references) along with the BusinessId (or Business TIN)

    Refer to the Business endpoint to learn more about creating a business and retrieving the BusinessID in TaxBandits.

  • Request W-8BEN by Email

    You can request the Form W-8BEN from your recipients using the RequestByEmail endpoint. This API accepts the Name, Payee Reference (optional, such as vendor id or contractor number), and Email Address of the recipients. After an initial validation, the backend process generates a unique link for each recipient and sends an email to each of the recipients. This email contains a link to complete their W-8BEN through a customizable, secured portal.

In both cases described above, once the recipient completes and signs the Form W-8BEN, you will be notified via Webhook. The Webhook payload will have the W-8BEN recipient data such as the Name, Address and TIN along with the link to download the completed Form W-8BEN.

Refer to the Form W-8BEN webhook to find out more about the webhook set up and sample payload.

In addition to the WebHook, the list of recipients and W8BENs will also be available in the TaxBandits application for future use.

# Delete

This method can be used to delete a particular W-8BEN request or a submission.

If there are multiple W-8BENs requested in a Submission. All the W-8BEN records under the submission will be deleted.

DELETE FormW8Ben/Delete
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Request Body

Field Type Description
SubmissionId Guid Unique Identifier for a Submission.
PayeeRef String Unique identifier of a recipient. Either PayeeRef or Email is required
Size Range: 1-50
Email String Email Address of the recipient.
Size Range: 1-50

Response Body

Field Type Description
FormW8BENRecords Object Details of the W-8BENs requested for delete
    SubmissionId Guid Unique identifier of a submission.
    PayeeRef String Unique identifier of the recipient
    Email String Email Address of the recipient.
    W8BENStatus String Status of the W-8BEN
    StatusTs String Timestamp of the status
Errors Object Shows detailed error information.

Scenario 1 : Delete a recipient with SubmissionId

FormW8Ben/Delete?SubmissionId=019c8aec-41fe-4b80-883a-441665dc004a
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Sample Response 1

{
 "FormW8BENRecords": [
   {
     "SubmissionId": "019c8aec-41fe-4b80-883a-441665dc004a",
     "PayeeRef": "Pe123451234",
     "Email": "steve@abcinc.com",
     "W8BENStatus": "DELETED",
     "StatusTs": "2021-02-22 04:24:09 -05:00"
   }
 ],
 "Errors": null
}
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Scenario 2: Delete a recipient with PayeeRef

FormW8Ben/Delete?PayeeRef=Pe123451234
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Sample Response 2

{
   "FormW8BENRecords": [
       {
           "SubmissionId": "58c06235-d278-4d4e-9f0e-cca9d21f38df",
           "PayeeRef": "Pe123451234",
           "Email": "steve@abcinc.com",
           "W8BENStatus": "DELETED",
           "StatusTs": "2021-04-09 13:48:30 -04:00"
       },
       {
           "SubmissionId": "af0835ad-b26c-4a94-8d56-6e8f4cd36cb1",
           "PayeeRef": "Pe123451234",
           "Email": "steve@abcinc.com",
           "W8BENStatus": "DELETED",
           "StatusTs": "2021-04-09 13:48:30 -04:00"
       }
   ],
   "Errors": null
}
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Scenario 3: Delete a recipient with Email

FormW8Ben/Delete?Email=steve@abcinc.com
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Sample Response 3

{
 "FormW8BENRecords": [
   {
     "SubmissionId": "019c8aec-41fe-4b80-883a-441665dc004a",
     "PayeeRef": "Pe123451234",
     "Email": "steve@abcinc.com",
     "W8BENStatus": "DELETED",
     "StatusTs": "2021-02-22 04:24:09 -05:00"
   }
 ],
 "Errors": null
}
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# Get

This method will return the completed W-8BEN of a particular recipient. The response will have the W-8BEN information such as the Name, Address and TIN(US/Foreign) along with the link to download the completed Form W-8BEN.

Key Points

  • Only W-8BENs with the completed status can be retrieved using the Get method. If the status of the W-8BEN is anything other than complete, it will not be returned.

  • If you do not supply the BusinessId in the request, then the W-8BEN that matches the Email or PayeeRef linked to the default business will be retrieved.

  • If there are multiple W-8BENs for the same Email or PayeeRef, the last completed W-8BEN will be retrieved.

GET FormW8Ben/Get
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Request Body

Field Type Description
PayeeRef String Unique identifier of a recipient. Either PayeeRef or Email is required
Size Range: 1-50
Email String Email Address of the recipient.
Size Range: 1-50
BusinessId Guid Optional Unique Business Identifier. If you do not supply the BusinessId in the request, the BusinessId of the default business will be mapped.
TIN String Optional Taxpayer Identification Number. Use this as an alternative for BusinessId. Values: EIN, SSN
Size Range: 9-11(Including hyphen)

Response Body

Field Type Description
SubmissionId Guid Unique identifier of a submission.
Requester Object Requester information.
    BusinessId Guid A unique identifier of the business.
    BusinessNm String Business Name of the requester. If the requester is an Individual, then the Payer’s full name will be returned.
    TINType String TIN Type of the Requester.
    TIN String Taxpayer Identification Number of the requester.
PayeeRef String Unique identifier of the recipient
W8BENStatus String Status of the W-8BEN.
StatusTs String Timestamp of the W-8BEN Status.
FormW8BENRequestType String Form W-8BEN requested Type. URL_API - Form W-8BEN was requested using the API method RequestByURL. Email_API - Form W-8BEN was requested using the API method RequestByEmail. Email_UI - Form W-8BEN was requested from the TaxBandits UI application.
PdfUrl String URL to download the completed W-8BEN.
Email String Email Address of the recipient. This is the email to which the W-8BEN request was sent.The value will be null if the Form W-8BEN was requested using the API method RequestByURL
FormData Object Form W-8BEN data of the recipient.
    NmOfIndividual string Name of the Foreign Individual.
    CitizenOfCountry string Recipient country of citizenship.
    USTINType string TIN type of the recipient. Either SSN or ITIN.
    USTIN string Recipient’s TIN
    ForeignTIN string Foreign TIN of the recipient.
    IsFTINNotLegallyRequired Boolean When TRUE, Identifies that benificial owner on line 1 is not legally required to obtain an FTIN from their jurisdiction of residence.
    DOB string Date of Birth of the recipient
    PermanentAddress Object Recipient’s permanent address.
        Address string Recipient’s Address.
        City string Recipient’s City
        State string Recipient’s State
        Country string Recipient’s Country
        PostalCd string Recipient’s Zip Code
    MailingAddress Object Recipient’s mailing address.
        Address string Recipient’s Address.
        City string Recipient’s City
        State string Recipient’s State
        Country string Recipient’s Country
        PostalCd string Recipient’s Zip Code
    TaxTreatyBenefits Object Tax Treaty Benefits.
        BeneficiaryCountry string Country where the recipient claim to be a resident for income tax treaty purposes.
        ClaimingProvArticlePara string Article and paragraph of the treaty benefits.
        RateOfWH string Rate of Withholding.
        TypeOfIncome string Type of income for which recipient claiming the treaty benefits.
        AdditionalConditions string Additional conditions from the tax treaty benefits.
    Signature Object Signature of the recipient.
        SignerNm string Name of the signer.
Errors Object Shows detailed error information.

Sample Request 1 : Get the W-8BEN data of a recipient with the PayeeRef and BusinessId.

FormW8Ben/Get?PayeeRef=Pe123451234&BusinessId=7B82B242-1223-4029-9251-C0446298F620
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Sample Response 1

 {
  "SubmissionId": "4a36dc14-f059-4c89-83cd-ff9e350ed0a0",
  "Requester": {
    "BusinessId": "7B82B242-1223-4029-9251-C0446298F620",
    "BusinessNm": "John Enterprises",
    "TINType": "EIN",
    "TIN": "22-2222222"
  },
  "PayeeRef": "Pe123451234",
  "W8BENStatus": "COMPLETED",
  "StatusTs": "2021-02-19 14:36:28 -05:00",
  "FormW8BENRequestType": "URL_API",
  "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
  "Email": "steve@abcinc.com",
  "FormData": {
    "NmOfIndividual": "Joseph Smith",
    "CitizenOfCountry": "Canada",
    "USTINType": "SSN",
    "USTIN": "111-11-1111",
    "ForeignTIN": null,
    "IsFTINNotLegallyRequired": true,
    "DOB": "07/08/1990",
    "PermanentAdd": {
      "Address1": "123 E. Main St",
      "Address2": null,
      "City": "Rock Hill",
      "State": "SC",
      "Country": "USA",
      "PostalCd": "29730"
    },
    "MailAdd": {
      "Address1": null,
      "Address2": null,
      "City": null,
      "State": null,
      "Country": null,
      "PostalCd": null
    },
    "W8TaxBenefits": {
      "BeneficiaryCountry": "Canada",
      "ClaimingProvArticlePara": "VII",
      "RateOfWH": "27.50",
      "TypeOfIncome": "Royalties",
      "AdditionalConditions": null
    },
    "Signature": {
      "SignerNm": "Joseph"
    }
  },
  "Errors": null
}
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Sample Request 2 : Get the W-8BEN data of a recipient with PayeeRef and TIN.

FormW8Ben/Get?PayeeRef=B123&TIN= 12-3456789
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Sample Response 2

{
   "SubmissionId": "4a36dc14-f059-4c89-83cd-ff9e350ed0a0",
   "Requester": {
       "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
       "BusinessNm": "John Enterprises",
       "TINType": "EIN",
       "TIN": "12-3456789"
        },
   "PayeeRef": "B123",
   "W8BENStatus": "COMPLETED",
   "StatusTs": "2021-02-19 14:36:28 -05:00",
   "FormW8BENRequestType": "URL_API",
   "PdfUrl":  "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
   "Email": "steve@abcinc.com",
   "FormData": {
       "NmOfIndividual": "Joseph Smith",
       "CitizenOfCountry": "Canada",
       "USTINType": "SSN",
       "USTIN": "111-11-1111",
       "ForeignTIN": null,
       "IsFTINNotLegallyRequired": true,
       "DOB": "07/08/1990",
   "PermanentAddress": {
       "Address1": "123 E. Main St",
       "Address2": null,
       "City": "Rock Hill",
       "State": "SC",
       "Country": "USA",
       "PostalCd": "29730"
      },
   "MailingAddress": {
       "Address1": null,
       "Address2": null,
       "City": null,
       "State": null,
       "Country": null,
       "PostalCd": null
  },
  "W8TaxBenefits": {
      "BeneficiaryCountry": "Canada",
      "ClaimingProvArticlePara": "VII",
      "RateOfWH": "27.50",
      "TypeOfIncome": "Royalties",
      "AdditionalConditions": null
 },
  "Signature": {
      "SignerNm": "Joseph"
  },
},
"Errors": null,
}
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Sample Request 3 : Get the W-8BEN data of a recipient with the PayeeRef.

FormW8Ben/Get?PayeeRef=B123
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Sample Response 3

{
   "SubmissionId": "4a36dc14-f059-4c89-83cd-ff9e350ed0a0",
   "Requester": {
       "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
       "BusinessNm": "John Enterprises",
       "TINType": "EIN",
       "TIN": "22-2222222"
        },
   "PayeeRef": "B123",
   "W8BENStatus": "COMPLETED",
   "StatusTs": "2021-02-19 14:36:28 -05:00",
   "FormW8BENRequestType": "URL_API",
   "PdfUrl":"https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
   "Email": "steve@abcinc.com",
   "FormData": {
       "NmOfIndividual": "Joseph Smith",
       "CitizenOfCountry": "Canada",
       "USTINType": "SSN",
       "USTIN": "111-11-1111",
       "ForeignTIN": null,
       "IsFTINNotLegallyRequired": true,
       "DOB": "07/08/1990",
   "PermanentAddress": {
       "Address1": "123 E. Main St",
       "Address2": null,
       "City": "Rock Hill",
       "State": "SC",
       "Country": "USA",
       "PostalCd": "29730"
      },
   "MailingAddress": {
       "Address1": null,
       "Address2": null,
       "City": null,
       "State": null,
       "Country": null,
       "PostalCd": null
  },
  "W8TaxBenefits": {
      "BeneficiaryCountry": "Canada",
      "ClaimingProvArticlePara": "VII",
      "RateOfWH": "27.50",
      "TypeOfIncome": "Royalties",
      "AdditionalConditions": null
 },
  "Signature": {
      "SignerNm": "Joseph"
  },
},
"Errors": null,
}
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# List

Use this method to list the W-8BENs under a particular business. The W-8BENs can be filtered based on the W-8BEN Statuses and Date Range.

GET FormW8Ben/List
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Request Body

Field Type Description
BusinessId Guid Optional Unique identifier of a business. If you do not supply the BusinessId in the request, the BusinessId of the default business will be mapped.
TIN String Optional TIN of the business. If you do not have the BusinessId, you can use the TIN to refer the business
Size Range: 9-11 (including hypen)
W8BENStatus String Optional Status of the W-8BEN
Allowed values: "Sent", "Order_Created", "Scheduled", "URL_Generated", "Opened", "Completed", "ALL"
Page int Optional Page number that needs to be listed in the Response. If the value is not given, then the page will be defaulted to 1.
PageSize int Optional Number of W-8BEN records to be listed in each page. If the value is not given, then the page size will be defaulted to 100.
FromDate String Optional Lists the W-8BEN records between the date range.
ToDate String Optional Lists the W-8BEN records between the date range.

Response Body

Field Type Description
Requester Object Requester information.
    BusinessId Guid A unique identifier of the business.
    BusinessNm String Business Name of the requester. If the requester is an Individual, then the Payer’s full name will be returned.
    TINType String TIN Type of the Requester.
    TIN String Taxpayer Identification Number of the requester.
FormW8BENRecords Object[] List of W-8BEN Records.
    SubmissionId Guid Submission ID of the original W-8BEN Request
    PayeeRef String Unique identifier of the recipient
    NmOfIndividual String Recipient Name as given on the Form W-8BEN Line 1.
    W8BENStatus String Status of the W-8BEN.
    StatusTs String Timestamp of the W-8BEN Status
    PdfUrl String URL to download the completed W-8BEN
    Email String Email Address of the recipient. This is the email to which the W-8BEN request was sent.The value will be null if the Form W-8BEN was requested using the API method RequestByURL
    FormW8BENRequestType String Form W-8BEN requested Type.
  • URL_API - Form W-8BEN was requested using the API method RequestByURL.
  • Email_API - Form W-8BEN was requested using the API method RequestByEmail.
  • Email_UI - Form W-8BEN was requested from the TaxBandits UI application.
TotalRecords Int Number of records available for the business
TotalPages Int Total pages available for the business
Page Int Requested Page Number
PageSize Int Requested Page Size
Errors Object Shows detailed error information.

Sample Request 1 : List with all valid parameters

FormW8Ben/List?BusinessId=387f41d7-b238-455b-b9d7-48f7d48889f5&TIN=124563758&W8BENStatus=Completed&Page=1&PageSize=10&FromDate=03/05/2020&ToDate=03/07/2020
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Sample Response 1

{
 "Requester": {
   "BusinessId": "387f41d7-b238-455b-b9d7-48f7d48889f5",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "12-4563758"
 },
 "FormW8BenRecords": [
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe123451234",
     "NmOfIndividual": "ABC Inc",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "abc@abcinc.com",
     "FormW8BENRequestType": "URL_API"
   },
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe543221234",
     "RecipientId": "d94f8462-d509-4636-98dc-aef25fe50ea3",
     "NmOfIndividual": "Steve Smith",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "steve@abcinc.com",
     "FormW8BENRequestType": "Email_API"
   }
 ],
 "TotalRecords": 2,
 "TotalPages": 1,
 "Page": 1,
 "PageSize": 10,
 "Errors": null
}
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Sample Request 2 : List with BusinessID

FormW8Ben/List?BusinessId=7746f0cd-e8eb-4428-9240-12ea84160ee8
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Sample Response 2

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "FormW8BENRecords": [
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe123451234",
     "NmOfIndividual": "ABC Inc",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "abc@abcinc.com",
     "FormW8BENRequestType": "URL_API"
   },
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe543221234",
     "RecipientId": "d94f8462-d509-4636-98dc-aef25fe50ea3",
     "NmOfIndividual": "Steve Smith",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "steve@abcinc.com",
     "FormW8BENRequestType": "Email_API"
   }
 ],
 "TotalRecords": 2,
 "TotalPages": 1,
 "Page": 1,
 "PageSize": 10,
 "Errors": null
}
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Sample Request 3 : List with TIN

FormW8Ben/List?TIN=22-2222222
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Sample Response 3

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "FormW8BenRecords": [
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe123451234",
     "NmOfIndividual": "ABC Inc",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "abc@abcinc.com",
     "FormW8BENRequestType": "URL_API"
   },
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe543221234",
     "RecipientId": "d94f8462-d509-4636-98dc-aef25fe50ea3",
     "NmOfIndividual": "Steve Smith",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "steve@abcinc.com",
     "FormW8BENRequestType": "Email_API"
   }
 ],
 "TotalRecords": 2,
 "TotalPages": 1,
 "Page": 1,
 "PageSize": 10,
 "Errors": null
}
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Sample Request 4 : List without BusinessID or TIN

FormW8Ben/List?W8BENStatus=Completed&Page=1&PageSize=10&FromDate=03/05/2020&ToDate=03/07/2020
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Sample Response 4

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "FormW8BenRecords": [
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe123451234",
     "NmOfIndividual": "ABC Inc",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "abc@abcinc.com",
     "FormW8BENRequestType": "URL_API"
   },
   {
     "SubmissionId": "8487afa2-ff0e-413e-aa41-ba0b328aac93",
     "PayeeRef": "Pe543221234",
     "RecipientId": "d94f8462-d509-4636-98dc-aef25fe50ea3",
     "NmOfIndividual": "Steve Smith",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-19 14:36:28 -05:00",
     "PdfUrl": "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
     "Email": "steve@abcinc.com",
     "FormW8BENRequestType": "Email_API"
   }
 ],
 "TotalRecords": 2,
 "TotalPages": 1,
 "Page": 1,
 "PageSize": 10,
 "Errors": null
}
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# RequestByEmail

This endpoint sends a unique url to the recipients to complete their form W-8BEN. The endpoint needs the name and the recipient’s email address to generate the unique url. The recipients will receive an email with the link to complete their W-8BEN in a secured portal. Once the recipients complete the Form W-8BEN, you will receive a webhook notification for the W-8BEN data.

How does it work?

  1. 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 the OAuth 2.0 Authentication for more information on JWT authentication and how to integrate with the subsequent requests.

  1. The second step is to call the API endpoint with the following values:
    • Access Token in the header as Bearer Token (Generated using TaxBandits OAuth authentication API)
    • Requester (BusinessId or TIN. Optional value to save the W8BEN under a particular Business).
    • Payee Reference (Unique information that identifies the Recipient. Optional)
    • Name (Recipient Name)
    • Email (Recipient Email)

Note: When using this endpoint, the client can send W-8BEN requests to multiple recipients in a single submission.

  1. TaxBandits will send the W-8BEN request emails to the recipients. The email will have the link to complete the Form W-8BEN.

  2. The recipient will complete and sign Form W-8BEN through a secure portal. The secured portal can be customized with the client's URL, logo and theme.

  3. Once the recipient completes and signs the Form W-8BEN, the client will be notified via Webhook. The Webhook payload will have the W-8BEN data such as the Name, Address and TIN(US/Foreign) along with the link to download the completed Form W-8BEN.

Refer to the Form W-8BEN webhook to learn more about webhook set up and sample payloads.

POST FormW8Ben/RequestByEmail
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Request Body

Field Type Description
Requester object Business you want the W-8BENs to be created under. If you do not supply the requester information, then the W-8BENs will be created using the default business (First business created in your account).
    BusinessId Guid Optional Unique Business Identifier. This ID is generated by TaxBandits after you create a business in your account using the Business endpoint.
    TIN String Optional Taxpayer Identification Number. Use this as an alternative for BusinessId. Values: EIN, SSN
Size Range: 9-11(Including hyphen)
Recipients object[] Collection of Recipient Name and Email
    PayeeRef String Optional An unique identifier for each recipient completing the Form W-8BEN. This identifier will be used in future references of the recipient in the API.
Size Range: 1-50
    Name string Name of the recipient
Size Range: 1-40
    Email string Email Address of the recipient. This is the email address to which the W-8BEN request email will be sent.
Size Range: 1-50

Response Body

Field Type Description
SubmissionId Guid Unique identifier of a submission.
Requester Object Requester information.
    BusinessId Guid A unique identifier of the business.
    BusinessNm String Requester Name. If the requester is a Business, then the Business Name will be returned. If the requester is an Individual, then the Payer’s full name will be returned.
    TINType String TIN Type of the Requester.
    TIN String Taxpayer Identification Number of the requester.
FormW8BENRecords Object Details of Form W-8BEN requests given in the request.
    SuccessRecords Object Recipients with no error in the request
        PayeeRef String Unique identifier of the recipient.
        Email String Email Address of the recipient to which W-8BEN request was sent.
        W8BENStatus String Status of the W-8BEN.
        StatusTs String Timestamp of the W-8BEN status.
    ErrorRecords Object Details of the recipients with errors.
        PayeeRef String An unique identifier of a recipient.
        Email String Email Address of the recipient given in the request.
        Errors object[] Collection of errors for the recipient.
            Id string Error ID number. This ID is assigned by TaxBandits and it is unique for each error.
            Name string Name of the errored node.
            Message string Shows the error message.
Errors object[] There are a variety of errors in the request. Some of the errors listed under this object are,
  • You should have at-least one business in your account to request W-8BEN
  • Insufficient credits in the account

Sample Request 1 : Send W-8BEN email requests to recipients by giving the BusinessId (Requester) and recipients information.

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "TIN": null
 },
 "Recipients": [
   {
     "PayeeRef": "8987844654654654",
     "Name": "Allen Smith",
     "Email": "allen.smith@abc.com"
   }
 ]
}
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Sample Response 1

{
 "SubmissionId": "5a7ddb71-a6ac-4312-ab09-7ad9a2b3507d",
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "FormW8BenRecords": {
   "SuccessRecords": [
     {
      "PayeeRef": "8987844654654654",
       "Email": "allen.smith@abc.com",
       "W8BenStatus": "ORDER_CREATED",
       "StatusTs": "2021-03-09 05:21:56 -05:00"
     }
   ],
   "ErrorRecords": null
 },
 "Errors": null
}
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Sample Request 2 : Send W-8BEN email requests to recipients by giving the Business TIN (Requester) and recipients information.

{
 "Requester": {
   "BusinessId": "00000000-0000-0000-0000-000000000000",
   "TIN": "22-2222222"
 },
 "Recipients": [
   {
     "PayeeRef": "8987844654654654",
     "Name": "Allen Smith",
     "Email": "allen.smith@abc.com"
   }
 ]
}
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Sample Response 2

{
 "SubmissionId": "5a7ddb71-a6ac-4312-ab09-7ad9a2b3507d",
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "FormW8BenRecords": {
   "SuccessRecords": [
     {
      "PayeeRef": "8987844654654654",
       "Email": "allen.smith@abc.com",
       "W8BenStatus": "ORDER_CREATED",
       "StatusTs": "2021-03-09 05:21:56 -05:00"
     }
   ],
   "ErrorRecords": null
 },
 "Errors": null
}
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Sample Request 3 : Send W-8Ben email requests to recipients without Requester information (BusinessId or TIN). The recipients will be tied to the default business.

{
 "Requester": null,
 "Recipients": [
   {
     "PayeeRef": "8987844654654654",
     "Name": "Allen Smith",
     "Email": "allen.smith@abc.com"
   }
 ]
}
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Sample Response 3

{
 "SubmissionId": "5a7ddb71-a6ac-4312-ab09-7ad9a2b3507d",
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "FormW8BenRecords": {
   "SuccessRecords": [
     {
      "PayeeRef": "8987844654654654",
       "Email": "allen.smith@abc.com",
       "W8BenStatus": "ORDER_CREATED",
       "StatusTs": "2021-03-09 05:21:56 -05:00"
     }
   ],
   "ErrorRecords": null
 },
 "Errors": null
}
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# RequestByUrl

To complete the Form W-8BEN, TaxBandits will supply the URL that can be opened on its own or embedded as an Iframe into a web page or native app. To get the URL, you will have to send a request to our API with a unique Payee Reference such as vendor id, contractor number, a random number or even an email address (This will be used to identify the recipient for future references) and some business identifier (Business Id or TIN).

The popular use case is where you have a portal for your vendors where you can place a link to collect the W8BEN information. Each vendor who logs in will get a unique url embedded page to complete their W8BEN.

How does this work?

  1. 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 the OAuth 2.0 Authentication for more information on JWT authentication and how to integrate with the subsequent requests.

  1. The second step is to call the FormW8Ben/RequestByURL API endpoint. If you are trying to embed this link into your web page, this endpoint must be called before you load the page.

    You will need to supply the following parameters:

    • Access Token in the header as Bearer Token (Generated using TaxBandits OAuth authentication API).

    • Payee Reference (Unique information that identifies the Recipient). The Payee Reference can be anything that uniquely identifies the recipient such as Vendor id, contractor number, or a random number,or even the recipient email address (This will be used to identify the recipient for future references).

    • Business Identifier (Business Id or TIN) - This is used to identify and save the W8BEN against a particular Business. Refer to the Business endpoint to learn more about creating a Business in TaxBandits and retrieving the Business Id. In TaxBandits, you can uniquely identify a business using either its TIN or the TBS generated Business Id. You can also define a ‘Default Business’ in the TaxBandits Application and skip sending the Business Identifier along with the request. More information and examples of this are outlined below.

  2. TaxBandits will generate a unique URL and will send the link in the response, which must then be embedded into the page for the recipients to click. When clicked, this link will show the Form W-8BEN with built-in validations. There is also an electronic signature pad that allows the recipient to sign electronically.

  3. Once the recipient completes and signs the Form W-8BEN, you will be notified via webhook. The webhook payload will have the W-8BEN recipient data such as the Name, Address and TIN(US/Foreign) along with the link to download the completed Form W-8BEN.

Refer to the Form W-8BEN webhook to know more about webhook set up and sample payload.

GET FormW8Ben/RequestByUrl
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Request Body

Field Type Description
PayeeRef String A unique identifier for each recipient completing the Form W-8BEN. This identifier will be used in future references of the recipient in the API
Size Range: 1-50
BusinessId Guid Optional TaxBandits Unique Business Identifier. This ID is generated by TaxBandits after you create a business in your account using the Business endpoint.
If you do not supply the BusinessId in the request, then the URL will be generated using the default business (First business created in your account).
TIN String Optional Taxpayer Identification Number. Use this as an alternative for BusinessId. Values: EIN, SSN
Note : You need to supply one of these values - TIN or TBS Business Id. If neither is supplied, the default Business will be assumed.
Size Range: 9-11(Including hyphen)

Response Body

Field Type Description
SubmissionId Guid Unique identifier of a submission.
PayeeRef String Unique identifier of the recipient.
W8BenUrl String URL that can be accessed on its own or embedded on the client's website using Iframe or other means.
        Errors object[] Collection of errors for the Recipient
            Id string Error ID number. This ID is assigned by TaxBandits and it is unique for each error.
            Name string Name of the errored node.
            Message string Shows the error message

Sample Request 1 : Request W-8BEN URL using Payee Reference and BusinessId.

FormW8Ben/RequestByUrl?PayeeRef=Pe464522&BusinessId=314ddb71-a6ac-4312-ab09-7ad9a2b3507d
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Sample Response 1

{
 "SubmissionId": "5a7ddb71-a6ac-4312-ab09-7ad9a2b3507d",
 "PayeeRef":"Pe464522",  
 "W8BenUrl":"https://esignw9.taxvari.com?uId=44e82d31-c8eb-4b69-a0ab-578967163d9e",
 "Errors":null
}
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Sample Request 2 : Request W-8BEN URL using Payee Reference and TIN.

FormW8Ben/RequestByUrl?PayeeRef=Pe464522&TIN=123456789
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Sample Response 2

{
 "SubmissionId": "5a7ddb71-a6ac-4312-ab09-7ad9a2b3507d",
 "PayeeRef":"Pe464522", 
 "W8BenUrl":"https://esignw9.taxvari.com?uId=44e82d31-c8eb-4b69-a0ab-578967163d9e",
 "Errors":null
}
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Sample Request 3 : Request W-8BEN URL using Payee Reference.

FormW8Ben/RequestByUrl?PayeeRef=Pe464522
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Sample Response 3

{
 "SubmissionId": "5a7ddb71-a6ac-4312-ab09-7ad9a2b3507d",
 "PayeeRef":"Pe464522", 
 "W8BenUrl":"https://esignw9.taxvari.com?uId=44e82d31-c8eb-4b69-a0ab-578967163d9e",
 "Errors":null
}
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# Status

This method will return the status of all the Form W-8BENs (complete and incomplete) for a particular recipient.

The statuses of the W-8BENs that were requested using the endpoints RequestByURL, RequestByEmail and TaxBandits application can be retrieved using this method.

W-8BEN Statuses

  • URL Generated - The W-8BEN URL is generated by TaxBandits, but the recipient has not opened it. (Not applicable to RequestByEmail method).
  • Order Created - The client requested W-8BEN using the RequestByEmail method and it has not yet been processed by TaxBandits. (Not applicable to RequestByURL method).
  • Scheduled - The TaxBandits email service has taken up the W-8BEN request and the email is scheduled to be sent. (Not applicable to RequestByURL method)
  • Sent - Client sent W-8BEN request from TaxBandits API and the email has yet to be delivered. (Not applicable to RequestByURL method).
  • Opened - The recipient has opened the Form W-8BEN and has yet to complete it.
  • Completed - Recipient has completed and signed the Form W-8BEN

Key Points

  • If there are multiple W-8BENs for the same Email or PayeeRef, the statuses of all the W-8BENs will be listed as an array.
  • If you do not supply the BusinessId in the request, then the status of the W-8BEN that matches the Email or PayeeRef linked to the default business will be retrieved.

GET FormW8Ben/Status
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Request Body

Field Type Description
PayeeRef String Unique identifier of a recipient. Either PayeeRef or Email is required.
Size Range: 1-50
Email String Email Address of the recipient.
Size Range: 1-50
BusinessId Guid Optional Unique Business Identifier.
If you do not supply the BusinessId in the request, the BusinessId of the default business will be mapped.
TIN String Optional Taxpayer Identification Number. Use this as an alternate for BusinessId.
Values: EIN, SSN
Size Range: 9-11(Including hyphen)

Response Body

Field Type Description
Requester Object Requester information.
    BusinessId Guid A unique identifier of the business.
    BusinessNm String Business Name of the requester. If the requester is an Individual, then the Payer’s full name will be returned.
    TINType String TIN Type of the Requester.
    TIN String Taxpayer Identification Number of the requester.
PayeeRef String Unique identifier of the recipient
Email String Email Address of the recipient. This is the email to which the W-8BEN request was sent.
TotalRecords Int Number of records available for the Payee Reference
Status Object[] Statuses of the W-8BEN records for the recipient
    SubmissionId Guid Submission ID of the original W-8BEN Request.
    W8BenStatus String Status of the W-8BEN.
    StatusTs String Timestamp of the W-8BEN Status
    FormW8BenRequestType String Form W-8BEN requested Type.
  • URL_API - Form W-8BEN was requested using the API method RequestByURL.
  • Email_API - Form W-8BEN was requested using the API method RequestByEmail.
  • Email_UI - Form W-8BEN was requested from the TaxBandits UI application.
Errors Object Shows detailed error information.

Sample Request 1 : Get the W-8BEN status of a recipient with PayeeRef and BusinessId.

FormW8Ben/Status?PayeeRef=Pe123451234&BusinessId=7B82B242-1223-4029-9251-C0446298F620
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Sample Response 1

{
 "Requester": {
   "BusinessId": "7B82B242-1223-4029-9251-C0446298F620",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "PayeeRef": "Pe123451234",
 "Email": "steve@abcinc.com",
 "TotalRecords": 1,
 "Status": [
   {
     "SubmissionId": "85dd7845-55b0-4b1d-9f1b-17a6f51c4dea",
     "W8BenStatus": "COMPLETED",
     "StatusTs": "2021-02-22 04:24:09 -05:00",
     "FormW8BenRequestType": "URL_API"
   }
  ],
 "Errors": null
}
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Sample Request 2 : Get the W-8BEN status of a recipient with Email and BusinessId.

FormW8Ben/Status?Email=steve@abcinc.com&BusinessId=7746f0cd-e8eb-4428-9240-12ea84160ee8
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Sample Response 2 : This recipient was sent multiple requests to complete W-8BEN using the same PayeeRef.

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "PayeeRef": "Pe123451234",
 "Email": "steve@abcinc.com",
 "TotalRecords": 2,
 "Status": [
   {
     "SubmissionId": "85dd7845-55b0-4b1d-9f1b-17a6f51c4dea",
     "W8BenStatus": "OPENED",
     "StatusTs": "2021-02-22 04:24:09 -05:00",
     "FormW8BenRequestType": "URL_API"
   },
   {
     "SubmissionId": "65c6dc7a-c659-4f42-af26-bcd1ccf07432",
     "W8BENStatus": "COMPLETED",
     "StatusTs": "2021-02-22 04:24:30 -05:00",
     "FormW8BENRequestType": "EMAIL_API"
   }
 ],
 "Errors": null
}
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Sample Request 3 : Get the W-8BEN status of a recipient with PayeeRef and TIN.

FormW8Ben/Status?PayeeRef=Pe123451234&TIN=22-2222222
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Sample Response 3

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "PayeeRef": "Pe123451234",
 "Email": "steve@abcinc.com",
 "TotalRecords": 1,
 "Status": [
   {
     "SubmissionId": "85dd7845-55b0-4b1d-9f1b-17a6f51c4dea",
     "W8BenStatus": "OPENED",
     "StatusTs": "2021-02-22 04:24:09 -05:00",
     "FormW8BenRequestType": "URL_API"
   }
 ],
 "Errors": null
}
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Sample Request 4 : Get the W-8BEN status of a recipient with PayeeRef and no Requester (BusinessId or TIN) information.

FormW8Ben/Status?PayeeRef=Pe123451234
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Sample Response 4 : Since the Requester information was not given, the system will look for W-8BENs under the default business and return the result.

{
 "Requester": {
   "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
   "BusinessNm": "John Enterprises",
   "TINType": "EIN",
   "TIN": "22-2222222"
 },
 "PayeeRef": "Pe123451234",
 "Email": "steve@abcinc.com",
 "TotalRecords": 1,
 "Status": [
   {
     "SubmissionId": "85dd7845-55b0-4b1d-9f1b-17a6f51c4dea",
     "W8BenStatus": "OPENED",
     "StatusTs": "2021-02-22 04:24:09 -05:00",
     "FormW8BenRequestType": "URL_API"
   }
 ],
 "Errors": null
}
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# Webhook Responses

Webhooks are used to notify clients when one of their recipients has completed the W-8BEN. The webhook payload includes W-8BEN data such as the recipient’s name, address, TIN(US/Foreign), as well as the link to download the completed form.

Go to Webhooks for information on Webhooks in TaxBandits.

Configure the Webhook for TW-8BEN Status

  1. Log in to the developer console.

  2. Then navigate to Settings >> Webhooks.

  3. Click the Add Webhook button and choose the Event Type as W8BEN Status Change while setting up your Webhook URL.

Webhook Settings

Add Webhook

  1. After entering the Callback URL, click on the Submit button. Ensure that the callback URL is valid because the API will post a sample JSON. The callback URL is expected to return HTTP 200 response code in order to remain active. If the API doesn’t return 200 response code, then the callback URL will go inactive. You can retry posting the sample data to make the callback URL Active.

Response Body

Field Type Description
SubmissionId guid Unique identifier of a submission
Requester object Requester information.
    BusinessId Guid Unique identifier of a business
    BusinessNm String Requester Name. If the requester is a Business, then the Business Name will be returned. If the requester is an Individual, then the Payer’s full name will be returned.
    TINType string TIN Type of the Requester.
    TIN string Taxpayer Identification Number of the requester.
PayeeRef String Unique identifier of the recipient
W8BENStatus String Status of the W-8BEN.
StatusTs String Timestamp of the W-8BEN Status.
FormW8BENRequestType String Form W-8BEN requested Type.
  • URL_API - Form W-8BEN was requested using the API method RequestByURL.
  • Email_API - Form W-8BEN was requested using the API method RequestByEmail.
  • Email_UI - Form W-8BEN was requested from the TaxBandits UI application.
PdfUrl String URL to download the completed W-8BEN.
Email String Email Address of the recipient. This is the email to which the W-8BEN request was sent.The value will be null if the Form W-8BEN was requested using the API method RequestByURL
FormData Object Form W-8BEN data of the recipient.
    NmOfIndividual string Name of the Foreign Individual.
    CitizenOfCountry string Recipient country of citizenship.
    USTINType string TIN type of the recipient. Either SSN or ITIN.
    USTIN string Recipient’s TIN
    ForeignTIN string Foreign TIN of the recipient.
    DOB string Date of Birth of the recipient
    PermanentAddress Object Recipient’s permanent address.
        Address1 string Recipient’s Address line 1
        Address2 string Recipient’s Address line 2
        City string Recipient’s City
        State string Recipient’s State
        Country string Recipient’s Country
        PostalCd string Recipient’s Zip Code
    MailingAddress Object Recipient’s mailing address.
        Address1 string Recipient’s Address line 1
        Address2 string Recipient’s Address line 2
        City string Recipient’s City
        State string Recipient’s State
        Country string Recipient’s Country
        PostalCd string Recipient’s Zip Code
    TaxTreatyBenefits Object Tax Treaty Benefits.
        BeneficiaryCountry string Country where the recipient claim to be a resident for income tax treaty purposes.
        ClaimingProvArticlePara string Article and paragraph of the treaty benefits.
        RateOfWH string Rate of Withholding.
        TypeOfIncome string Type of income for which recipient claiming the treaty benefits.
        AdditionalConditions string Additional conditions from the tax treaty benefits.
    Signature Object Signature of the recipient.
        SignerNm string Name of the signer.
        CapacityInWhichActing string If the form is signed by an agent on the person behalf, enter the capacity in which they are acting.
Errors Object Shows detailed error information.

Sample Webhook Response

{
   "SubmissionId": "4a36dc14-f059-4c89-83cd-ff9e350ed0a0",
   "Requester": {
       "BusinessId": "7746f0cd-e8eb-4428-9240-12ea84160ee8",
       "BusinessNm": "John Enterprises",
       "TINType": "EIN",
       "TIN": "22-2222222"
        },
   "PayeeRef": "7484391234545",
   "W8BENStatus": "COMPLETED",
   "StatusTs": "2021-02-19 14:36:28 -05:00",
   "FormW8BENRequestType": "URL_API",
   "PdfUrl":  "https://taxbandits-sb-api.s3.amazonaws.com/sample/807f0318-7f5a-4841-9c08-a88b4bf7e7d9.pdf",
   "Email": "steve@abcinc.com",
   "FormData": {
       "NmOfIndividual": "Joseph Smith",
       "CitizenOfCountry": "Canada",
       "USTINType": "SSN",
       "USTIN": "111-11-1111",
       "ForeignTIN": null,
       "DOB": "07/08/1990",
   "PermanentAddress": {
       "Address 1": "123",
       "Address 2": "E. Main St",
       "CityState": "Chennai,Tamilnadu",
       "Country": "India",
       "PostalCd": "29730"
      },
   "MailingAddress": {
       "Address1": null,
       "Address2": null,
       "City": null,
       "State": null,
       "Country": null,
       "PostalCd": null
  },
  "TaxTreatyBenefits": {
      "BeneficiaryCountry": "Canada",
      "ClaimingProvArticlePara": "VII",
      "RateOfWH": "27.50",
      "TypeOfIncome": "Royalties",
      "AdditionalConditions": null
 },
  "Signature": {
      "SignerNm": "Joseph",
      "CapacityInWhichActing": "Guardian"
  },
},
"Errors": null,
}
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