RequestByEmail

RequestByEmail

Use this endpoint to send an e-sign request to the clients via email. Once they e-sign, the paid preparer will be prompted to e-sign it and proceed with the filing.

How it works:

1. Create Return - Use the 'Form94X/Create' endpoints to create the 94x forms.

2. Send Request - Use the 'Form8453EMP/RequestByEmail' endpoint to send an e-sign request to the respective client via email.

3. Get Notified - Receive a webhook notification once the client e-signs the return. (You must have configured the webhook for the event type 'Form8453-EMP Status Change' to receive this notification). You can also use the Status endpoint to retrieve the status.

4. Add Paid Preparer Signature - Once the client e-signs, an email will be sent to the paid preparer’s email address you’ve provided, prompting them to sign the 8453-EMP form. You will be notified via Webhooks once the signature process is complete.

POST Form8453EMP/RequestByEmail

Run in Postman

Request Body

Field	Type	Description
RecordId	Guid	A Unique Record Identifier generated by TaxBandits when a 94X return is created
TaxPayerEmail	string	Email Address of the taxpayer. Note: Taxpayer will be requested to E-sign Form 8453-EMP through this email address Size Range: ..100
TaxPreparerEmail	string	Email Address of the tax preparer. Note: Signed 8453-EMP form will be sent to the tax preparer’s email after the taxpayer signs. Size Range: ..100
CustomizationId	Guid	Optional A unique customization identifier generated by TaxBandits after you complete the customization in the console. Note: This service will be available soon.
Customization	object	Optional Collects the customizations like Business Logo, PrimaryColor, SecondaryColor, etc.
BusinessLogoUrl	string	Optional Business Logo that will be displayed on the Form completion page. Size Range: ..150
LogoPosition	String	Optional Gets the position in which the logo should be displayed. Allowed values "LEFT", "CENTER", "RIGHT"
PrimaryColor	String	Optional Gets the primary color for the portal. You can use this to customize the color theme of the portal to match with your application color
SecondaryColor	String	Optional Gets the secondary color for the portal. You can use this to customize the color theme of the portal to match with your application color

Response Body

Field	Type	Description
RecordId	Guid	A Unique Record Identifier generated by TaxBandits when a 94X return is created
RecordStatus	String	Status of Form 8453-EMP
StatusMessage	String	Shows detailed Status message of Form 8453-EMP
Errors	object[]	Detailed error information.
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.

Request Json

{
 "RecordId": "0a148914-1125-4cf3-a48a-5ce8b750693e",
 "TaxPayerEmail": "shawn@sample.com",
 "TaxPreparerEmail": "peter@sample.com",
 "CustomizationId": null,
 "Customization": {
       "BusinessLogoUrl": "https://www.spanenterprises.com/Content/Images/span.png",
       "LogoPosition": "LEFT",
       "PrimaryColor": "#20DEE5",
       "SecondaryColor": "#8C1FCB"
   }
}

Response Json

{
    "RecordId": "0a148914-1125-4cf3-a48a-5ce8b750693e",
    "RecordStatus": "E-Sign Requested",
    "StatusMessage": "Sign Requested to the Payer",
    "Errors": null
}