Integrating TaxBandits Drop-In UI for W-9 Automation: A Step-by-Step Guide
Embrace the innovative tool offered by TaxBandits API to simplify your W-9 form management.
Building on our previous exploration of the innovative Drop-in UI for Form W-9, we’re excited to dive deeper into the enhancements and user-centric features that continue to elevate the experience while ensuring compliance.
Whether you’re a developer, business owner, or tax professional, these insights will showcase how the Drop-in UI not only streamlines data collection but also reinforces the commitment to accuracy and ease of use. In this article, we will take a closer look at how our Drop-in UI works and how you can effectively incorporate it to automate your W-9 collection.
Customization Options
Designed for simplicity and customization, TaxBandits W-9 Drop-in UI is a ready-made interface that seamlessly aligns with your existing design, providing a cohesive user experience with minimal setup required.
The Drop-in UI allows you to tailor every aspect of the Form W-9 page to fit your branding and design preferences. From logos and themes to font sizes and colors, you have complete control over the visual elements, ensuring a consistent look and feel within your application. Here are the extensive customization options it offers:
- Textbox Dropdown: Font color, border color, border focus color, border radius color
- Button: Primary color, secondary color, font color, label color, hyperlink color
- Checkbox: Background color, text color
- Heading: Heading color, subheading color, paragraph color, help text color
How It Works
1. Construct Authentication Token (JWS)
To initiate the Drop-in UI setup, you need to construct a JSON Web Token (JWS). This involves retrieving your API keys from the sandbox console, which includes the User Token, Client ID, and Client Secret.
Header:
{
“alg”: “HS256”,
“typ”: “JWT”
}
Payload:
{“iss”: “Client ID”,
“sub”: “Client ID”,
“aud”: “User Token”,
“iat”: 1516239022
}
Signature:
HMACSHA256(base64UrlEncode(header) + “.” +
base64UrlEncode(payload),
Client Secret
)
Sample JWS:
eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiI5NjhhOWM3OGRhZTI5YTI5Iiwic3ViIjoiOTY4YTljNzhkYWUyOWEyOSIsImF1ZCI6ImE1NzRiNzVmMThiMjRmYzA5ZjkwMzlmZmI1Y2IwOGYzIiwiaWF0IjoxNTE2MjM5MDIyfQ.HNQznxlPyVt62kyUeVwtk1-uzm1uDWH4NBDLShA6Ac0
2. Get Transient Token
After constructing the JWS, send an API request to obtain a transient token. This request requires the JWS in the HTTP header and includes the allowable origins (domains) in the request body. The transient token, which expires in 15 minutes, is used to load the W-9 UI. If it expires, you can request a new one.
Note: The Drop-in UI includes a Content Security Policy with the Frame Ancestor directive, which restricts the domains that can load the W-9 UI, enhancing security.
3. Customize UI
With the transient token, you can now customize the W-9 page UI. Adjust the JavaScript for the Form W-9 page, incorporating your branding elements such as logos, colors, and fonts.
4. Load W-9
Once customization is complete, integrate the W-9 page into your application. The Drop-in UI ensures a smooth and consistent user experience, matching your application’s design seamlessly.
Conclusion
TaxBandits’ Drop-in UI for Form W-9 offers a powerful, secure, and customizable solution for integrating tax forms into your application. With a straightforward setup process and extensive customization options, you can enhance your user experience while maintaining consistent branding and high security. Integrate today to streamline your Form W-9 processing with ease!
