API Change Log

Versioning The API is just getting started, so we are adopting 0.x.y version names for now. Any breaking changes will be clearly called out in Breaking changes sections.

[0.6.0] - 2024-11-27

Added

• Collect W-8BEN and W-8BEN-E using the low-code embedded document collection on the frontend and the Form Requests API on the backend.

[0.5.0] - 2023-09-22

Added

• Bulk updates to recipients - Update Forms API

Breaking changes

• Import Forms API has been updated to return type of "import_job" (previously type was "job")

[0.4.0] - 2023-06-05

Added

• Collect W-9 forms from your vendors on your own website or within your own web application using our low-code embedded document collection on the frontend and the Form Requests API on the backend.

[0.3.0] - 2022-11-23

Improved

• Documentation examples are more complete and realistic

Added

• Creating and updating issuers
• API now provides a much more complete representation of issuers
• Add your own reference_id to issuers so you can look them up later by your internal identifier. We will also prefix filenames of your issuer-related downloads with this value, if present.

[0.2.0] - 2022-11-17

Breaking changes

• Issuers list shows only issuers for the current tax_year by default
• Issuers list responses are paginated when more than 100 issuers are present

Improved

• Issuers list is much faster for accounts with hundreds or thousands of issuers

Added

• Issuers list exposes options for filtering and pagination

[0.1.0] - 2022-07-29

Added

• List existing issuers (also known as Payers)
• Uploads CSV of forms
• Get Job Status