API Reference

Create a tax document

This endpoint returns an iframe URL that you can use to create a tax document. Read more about submitting Tax Documents via impact.com.

Parameters

Note: All parameters except for Provider are only applicable to DocuSign. If your provider is Comply Exchange, these fields are optional and will be ignored if specified.

DocType optional

The DocType parameter is optional for creating a new tax document. If you want to specify a document type, you can use one of the following DocType parameters:

Possible values
W9U.S. form to collect taxpayer identification numbers for tax reporting.
W8BENNon-U.S. individuals' form to claim tax treaty benefits on U.S. income.
W8BENEForm for foreign entities to claim tax treaty benefits on U.S. income.

Learn more about the different tax forms here.

Id optional

The ID of the account user. If left out, the ID of the first user on the account will be selected.

ReturnUrl optional

The absolute URL that DocuSign will use as a callback when the document has been signed. Note that this is restricted to only a few domains currently.

Provider required for Comply Exchange

The provider that collects the tax document. If you're using Comply Exchange, you must specify COMPLY_EXCHANGE with your request.

Returns

Example Request

curl 'https://api.impact.com/Mediapartners/<AccountSID>/TaxDocument' \
  -X POST \
  -u '<AccountSID>:<AuthToken>' \
  -H 'Accept: application/json' \
  -d 'DocType:W9'

curl 'https://api.impact.com/Mediapartners/<AccountSID>/TaxDocument' \
  -X POST \
  -u '<AccountSID>:<AuthToken>' \
  -H 'Accept: application/json' \
  -d 'Provider: COMPLY_EXCHANGE' \

Example Response

{
  "Status": "OK",
  "Uri": "/Mediapartners/<AccountSID>/TaxDocument/364.json",
  "Email": "[email protected]",
  "Id": "364",
  "UserId": "12345",
  "Url": "https://demo.docusign.net/Signing/MTRedeem/v1/d92fd934-e379-4acc-9467-209ad15275b1?slt=eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.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.goxJAujLWCkkLYaQEHplPFjQ2BrY_fXvLfxI-gpbUZJHlRUiOLrawQR8e_mrlQhNWivphPzbFLr7A9g7m0lWAUTvJhHKDTjPvLHtlhP9QbJG218y2BNROoRnT5ucY2zPkGdjK3xCQjgIfkNyESGuhtCP-XA38KmXih8tfcmiP_z4lBCDo-voOjDowHGMT2ZfOetQRarBI4dOwm5-n5GNJ2M8EMQd-CFPWi3ENrKWKs73eo0bdS8UDxejIYLiAuUmcq0pdXUis6U5ipvvf4_CUv3dkmTtMAomDGPvexeAaAC6f3_D0m2XQ2_C81MTrGHw6lDdYyOim7APTaxE9nrF5w"
}

{
  "Status": "OK",
  "Uri": "/Mediapartners/<AccountSID>/TaxDocument/364.json",
  "Email": "[email protected]",
  "Id": "364",
  "UserId": "12345",
  "Url": "https://example.complysandbox.com/ServiceRedirect.aspx?Language=eng&Param1=lkBBbNLvS6M61n+NsZl/OfdJ+IUSVBRPsP1vFjVL2iw=&UUID=EB0EECA2-5DE9-482E-B91D-1605D2F5924E"
}

Note: Refer to the API Errors page if you encounter any errors.