TaxBandits Knowledge Base

How to enable the TIN Matching service with TaxBandits?

Payers can verify vendor/payee TINs against IRS records using TIN Matching to ensure accurate 1099 filings and avoid potential penalties. With TaxBandits’ bulk TIN matching features, multiple TINs can be validated simultaneously, with prompt notifications for any mismatches.

You can enable TIN Matching during the form submission or even after transmitting the form to the IRS/SSA in the Address Book. 

To enable TIN Matching while preparing tax forms, follow these steps: 

• Once you completed your 1099/W-2 forms, navigate to the Filing Summary page. There, you can select the ‘Verify TIN’ check box to enable TIN Matching and proceed with the payment. 

To enable TIN Matching after transmitting the tax forms, follow these steps:

Step 1: From the dashboard, navigate to the ‘Address Book’ menu.

Step 2: Select the payer for whom you want to enable TIN Matching and click the ‘Enable TIN Matching’ button.

Note: TIN Matching will be enabled for the payer and their recipients.

Step 3: Initiate TIN Matching, ensuring the selected payers match the displayed total payer and recipient count. Then, proceed with the flow.