SSN/TIN Verification screen

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Use the SSN/TIN Verification screen to create a text file that you can send to the Social Security Administration (SSA) or the Internal Revenue Service (IRS) to verify that employee social security numbers and names and vendor tax identification numbers entered in the application match those on file with those agencies.

Choose Actions > SSN/TIN Verification.

The files are stored in the location displayed at the bottom of the screen. You can change the location by choosing Setup > File Locations and modifying the SSN verification path. When a file is created, you can upload it to the appropriate agency via their website.

Tabbed pages in this screen

SSN tab

TIN tab

Fields & buttons

You can view the information that will be contained in the files by clicking the Preview Selected button when you have employees selected in the SSN or TIN grid. You can choose to view the contents in the default Report format, which shows the data contained in the file for the selected clients and forms, or in Agency format, which is the actual file format as it will be sent to the agency.

The Manage Files button opens the Manage SSN/TIN Verification Files dialog, where you can remove employees or vendors from the verification file. When you select employees or vendors here and click the Unverify button, they will reappear in the SSN or TIN tab as unverified. The Verified checkbox will also be unmarked on the Main tab of the Employees or Vendors screen respectively.

The location to which the verification file is to be saved displays at the bottom of the screen. You can change the default location by choosing Setup > File Locations and modifying the SSN verification path.

When you have selected all the appropriate employees or vendors to include in the verification file, click the Create File button to create the file and save it to the file location that is displayed at the bottom of the screen. If a file already exists in this location, you are given the option to either overwrite or append to the existing file.

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Related topics

Verifying Social Security numbers

Verifying tax identification numbers

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