TAX Form submission

Step 1 – Retrieve Required Tax Form Type

Determine which tax form the vendor must submit - API Reference

GET https://api.dev.mrkter.io/vendor/tax-forms/required

Required "Authorization" header

Example response:

{
  "type": "W9"
}

Step 2 – Fill and Submit the Appropriate Tax Form

Depending on the vendor’s country and tax classification, fill and submit one of the following forms:

Example request for W9 form: - API Reference

{
  "payee": {
    "name": "Ada Lovelace",
    "name2": "InGen Corporation",
    "tin": "0",
    "address": "256 Byron Street",
    "address2": "Suite 32",
    "city": "Palo Alto",
    "state": "CA",
    "postalCode": "94306",
    "country": "US"
  },
  "formFields": {
    "taxClassification": "SOLE_PROPRIETOR",
    "otherTaxClassification": "",
    "hasIndirectForeignOwnership": false,
    "exemptPayeeCode": "1",
    "exemptFatcaCode": "A",
    "accountNumbers": [
      "10000001",
      "10000002"
    ],
    "isSubjectToBackupWithholding": false,
    "electronicSignature": {
      "signature": "Ada Lovelace",
      "printedName": "Ada Lovelace"
    }
  }
}

Example request for W8-BEN form: - API Reference

{
  "payee": {
    "name": "Ada Lovelace",
    "citizenshipCountry": "GB",
    "tin": "0",
    "foreignTin": "DQ123456C",
    "dateOfBirth": "1986-03-23",
    "permanentResidenceAddress": {
      "address": "256 Byron Street",
      "address2": "Suite 32",
      "city": "Palo Alto",
      "state": "CA",
      "postalCode": "94306",
      "country": "US"
    },
    "mailingAddress": {
      "address": "256 Byron Street",
      "address2": "Suite 32",
      "city": "Palo Alto",
      "state": "CA",
      "postalCode": "94306",
      "country": "US"
    }
  },
  "formFields": {
    "isForeignTinNotRequired": false,
    "referenceNumbers": [
      "10000001",
      "10000002"
    ],
    "isCertified": false,
    "electronicSignature": {
      "signature": "Ada Lovelace",
      "printedName": "Ada Lovelace"
    },
    "treatyCode": "AU_17_INDEPENDENT_PERSONAL_SERVICES"
  }
}

Example request for W8-BEN-E form: - API Reference

{
  "payee": {
    "name": "Ada Lovelace",
    "name2": "InGen Corporation",
    "incorporationCountry": "GB",
    "tin": "0",
    "foreignTin": "DQ123456C",
    "permanentResidenceAddress": {
      "address": "256 Byron Street",
      "address2": "Suite 32",
      "city": "Palo Alto",
      "state": "CA",
      "postalCode": "94306",
      "country": "US"
    },
    "mailingAddress": {
      "address": "256 Byron Street",
      "address2": "Suite 32",
      "city": "Palo Alto",
      "state": "CA",
      "postalCode": "94306",
      "country": "US"
    }
  },
  "formFields": {
    "taxClassification": "CORPORATION",
    "isForeignTinNotRequired": false,
    "referenceNumbers": [
      "10000001",
      "10000002"
    ],
    "isCertified": false,
    "electronicSignature": {
      "signature": "Ada Lovelace",
      "printedName": "Ada Lovelace"
    },
    "treatyCode": "AU_17_INDEPENDENT_PERSONAL_SERVICES"
  }
}

Example response:

{
  "id": 2,
  "tinVerificationStatus": "MATCH",
  "type": "W9",
  "url": "https://example.com",
  "documentId": "123456",
  "withholding": 20,
  "verificationStatus": "NOT_VERIFIED",
  "payeeCountry": "US",
  "isTreatyCountry": false,
  "treatyCode": "",
  "treatyCodeDescription": ""
}