TIN Matching

What is the process for TIN matching?

It is important that the information provided on information tax returns is correct. TIN Matching is the process of checking the TIN (Taxpayer Identification Number) furnished by the payee/recipient against the name/TIN (Taxpayer Identification Number) combination contained in the IRS database.

How does the process work?

• Enter your payer and recipient data
• On the Payer or Recipient profile page, select the option to “Validate Now”
• Confirm you want to add the TIN Matching request to your Cart
• Go to your Cart, enter your credit card information if not yet added, and check out, paying $1.00/per record
• The data you provided is checked against the IRS database
• Within approximately two to five business days, you can review the payer or recipient profile in your account to see the result, which will display whether the TIN is valid or invalid with the date of verification
• Contact your payers/recipients to reconcile any differences
• Edit the data to correct any mismatches
• Complete your forms and check out

Please note that if you are trying to beat the IRS/SSA deadline and it is close to the deadline, we recommend that you select the payers and recipients you want to have TIN matched AND check out your forms simultaneously. You will be notified of any mismatches after the IRS/SSA deadline. You will then need to enter a correction and submit the corrected form. While this will incur a correction fee, you will avoid a possible penalty from missing the IRS/SSA deadline.

Our optional subscription plans include some level of TIN matching. The Plus Subscription plan includes 250 free TIN matches and the Premium Subscription plan includes unlimited TIN matches. The results should be displayed within the payer or recipient profile within two to five business days. Please allow two to five business days for TIN Matching to complete before checking out your forms.