Branded tax solution

Overview

  • Branded tax solution supports tax form collection and compliance in a Payoneer-branded experience.
  • Request and response details are in Tax API v4.

APIs

  • Create registration link — Accepts tax_lock_type and tax_form_type among other parameters. See Tax API v4 for valid values, required combinations, and response fields.
  • Get Tax Forms Info — Returns the latest tax form information for the payee, including an active link (in invited status) if any.
  • Initialize Tax Form — Initializes or resets the tax form that was previously submitted.
  • Set Tax Form Required Status — Manages the required tax form status for the payee. Changes the client's TaxForm mode for the payee from Tax forms required (1) to No tax forms required (0), or vice versa. Returns confirmation that the mode changed for the payee, or an error code.

Webhooks

  • Tax form generated — Triggers when a new tax form has been generated on the Payoneer side.
  • Tax Form Submitted — Triggers when a payee finishes and submits a tax form.
  • Tax Form Successfully Accepted — Triggers when a payee submits a tax form and it is accepted successfully in the Payoneer system.
  • Tax document mismatch notification — Triggers when a TIN mismatch occurs and additional documents are needed.
  • Funds held pending tax forms — Triggers when a payee's funds are held by Payoneer pending submission of tax forms by the payee.

Reports

Clients can download tax-related reports from the Payoneer Admin Console. Open Reports in the sidebar, then under Tax you can run:

  • Payees - W forms submitted
  • Payees - W forms collection pending
  • Payees - Archived Submitted W forms

Each report supports a From / To date range, an export format (for example Excel), an optional Payee ID filter, and Create report to generate the file.

Admin Console: Reports > Tax > Payees - W forms submitted (example)