Vendor TIN Bulk Matching

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use this dialog to create a file to send to the Internal Revenue Service (IRS) to verify that vendors have the correct Tax Identification Number (TIN) associated with them. Once the file has been created, you can save the file to submittable format and upload it to the IRS.

When the Vendors window is active, choose Edit /Vendor TIN Bulk Matching.

Note: Before uploading this file, you must first register with the IRS for an e-services account. For more information about registering, please visit their website at https://la.www4.irs.gov/e-services/Registration/index.htm.

Special information

Verifying vendor TIN numbers - overview

The following commands are available from the File menu of the Vendor TIN Bulk Matching dialog.

  • Combine Files. Displays all VENDRTIN.* files. The files that you select will be combined into a single file.
  • Preview Files. Displays the information in the preview window.
  • Remove Client. Allows you to remove any or all clients in the selected file. You may then repeat the processing steps for any clients that you removed.
  • Save to Submittable Format. Copies the VENDRTIN.* file to the selected drive as VENDRTIN.txt (which is the filename format required by the IRS).

    Note: When vendor TIN verification files are created, they are automatically encrypted for security and stored in the /CSASYS/TINTEST folder. Before submitting these files to the appropriate agency you must use the Save to Submittable Format command, at which point the files are decrypted. Using the Restore from Submittable Format option will encrypt the files once again. You can use the preview function to view the file decrypted.

  • Restore from Submittable Format. Copies the VENDRTIN.txt file from submittable format to the /CSASYS/TINTEST folder and saves it with the appropriate .DAT or <userID> filename extension.

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