canonical: https://jentic.com/apis/taxbandits.com/taxbandits

# TaxBandits API

TaxBandits API for automating tax form processing, filing, and distribution. Supports 1099, W-2, W-9/W-8, 94x, ACA, 1042-S, and more. The API exposes 13 endpoints secured with bearer authentication.

## For AI agents

Programmatically get oauth access token, create a business. Covers 13 operations with bearer authentication.

## Scope

Does not handle payments, communications, or developer tools - use for crm only.

## Capabilities

- Get OAuth access token
- Create a business
- List businesses
- Request W-9/W-8 by email
- Monitor TaxBandits API operational status and events

## Use cases

### CRM Operations

Use the TaxBandits API to perform crm operations programmatically. The API provides 13 endpoints covering core functionality including get oauth access token, create a business, list businesses.

Example prompt: Call POST `/v1.7.3/Auth/Token` to get oauth access token

### Automated 1099 Forms Management

Automate 1099 forms operations by combining multiple TaxBandits API endpoints. Agents can create a business and then list businesses in a single workflow.

Example prompt: Call POST `/v1.7.3/Business/Create` to create a business, then verify the result

### AI Agent Integration via Jentic

AI agents discover and call TaxBandits API endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle bearer tokens manually.

Example prompt: Search Jentic for 'get oauth access token', load the operation schema, and execute with Jentic-managed credentials

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | `/v1.7.3/Auth/Token` | Get OAuth access token |
| POST | `/v1.7.3/Business/Create` | Create a business |
| GET | `/v1.7.3/Business/List` | List businesses |
| POST | `/v1.7.3/WhCertificate/RequestByEmail` | Request W-9/W-8 by email |
| POST | `/v1.7.3/WhCertificate/RequestByUrl` | Request W-9/W-8 by URL |
| GET | `/v1.7.3/WhCertificate/Status` | Get W-9/W-8 status |
| POST | `/v1.7.3/TINMatching/Request` | Request TIN matching |
| POST | `/v1.7.3/Form1099NEC/Create` | Create Form 1099-NEC |

## Key resources

- **1099 Forms** — Operations related to 1099 Forms
- **94x Forms** — Operations related to 94x Forms
- **Authentication** — Operations related to Authentication
- **Business** — Operations related to Business
- **TIN Matching** — Operations related to TIN Matching

## Why Jentic

- **Setup:** Wiring the TaxBandits API by hand means exchanging credentials for a JWT bearer token, choosing between the testapi and production api.taxbandits.com hosts, and building your own retry handling. Through Jentic you install once, import the TaxBandits API from the API Directory, store the token once, and your agent calls it.
- **Permission scoping:** The TaxBandits API takes its targets in the request body across its business, certificate, and form operations, so limit the agent to the operations it needs, such as listing businesses or requesting a W-9 certificate. You choose which operations it may call, so filing operations like creating a Form 1099-NEC are not included unless you add them.
- **Credential handling:** Your TaxBandits token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'request a W-9 certificate by email' or 'run TIN matching', and Jentic returns the matching TaxBandits API operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Hubspot** — Alternative crm API
- **Salesforce** — Alternative crm API
- **Pipedrive** — Complementary crm API
- **Zoho** — Complementary crm API

## FAQ

### What authentication does the TaxBandits API use?

The TaxBandits API uses a Bearer token in the Authorization header. Through Jentic, these credentials are stored encrypted in your Jentic One instance and injected at execution time, so raw secrets never enter the agent context.

### Can I get oauth access token with the TaxBandits API?

Yes. Use the POST `/v1.7.3/Auth/Token` endpoint. The API returns structured JSON responses that agents can parse and act on directly.

### What are the rate limits for the TaxBandits API?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

### How do I get oauth access token through Jentic?

Install the Jentic SDK with pip install jentic, authenticate through Jentic One, the self-hosted execution layer, then search for 'get oauth access token'. Jentic returns the matching TaxBandits API operation with its input schema. Load the schema and execute the call - credentials are injected automatically.

### How many endpoints does the TaxBandits API have?

The TaxBandits API exposes 13 endpoints covering 1099 forms, 94x forms, authentication operations.

### Can I limit what my agent is allowed to do with the TaxBandits API?

Yes. Because Jentic One is self-hosted by you, your own rules decide which TaxBandits operations and credentials the agent may use, so you can scope it to just the calls it needs, such as listing businesses or requesting a W-9/W-8 certificate by email. Filing operations like creating a Form 1099-NEC stay out of reach unless you explicitly add them. The stored bearer token is injected only for the operations you permit, so the agent cannot reach the business, certificate, or form endpoints you left out.