SSN/TIN Verification > TIN Matching tab

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Use the TIN tab to create a text file that you can send to the Internal Revenue Service to verify that tax identification numbers entered in the application match those on file with the IRS.

Choose Actions > Verify SSN/TIN and click the TIN tab.

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.

Fields & buttons

When this checkbox is marked, all vendors are displayed in the TIN grid. When the checkbox is not marked (the default state), only those vendors with unverified tax identification numbers display in the grid.

The TIN grid contains a list of all clients and their vendors/1099 payees. When the Show Verified checkbox is unmarked (the default state), only those vendors with unverified tax identification numbers display in the grid. Click the plus sign next to the client ID to expand the grid and display the individual vendor records. Mark the checkbox next to each vendor that you wish to include in the verification file to be sent to the IRS.

Related topics

Verifying tax identification numbers

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