How to validate a vendor’s TIN after submitting their W-9/W-8 form?

Last modified 7/15/2025 3:56:25 AM EST

When a vendor submits their W-9 or W-8 form, you can validate their Taxpayer Identification Number (TIN) using our TIN Matching feature. Here’s how to do it:

Manual TIN Matching (After Receiving the Form)

If you prefer to validate the TIN after reviewing the submitted form:

Step 1: Sign in to your TaxBandits account and go to the ‘W-9/W-8 BEN’ Dashboard.

Step 2: Click the ‘Settings’ tab.

Step 3: Under TIN Matching Preferences, select ‘W-9/W-8 Requests Only’.

With this setting, only the W-9/W-8 request will be sent. TIN Matching will not be triggered automatically. You can initiate the TIN Matching manually at any time from the Completed section in your dashboard.

Enable Automated TIN Matching

To validate TINs automatically when a W-9 is submitted:

Step 1: Go to ‘Settings’.

Step 2: Under TIN Matching Preferences, choose ‘W-9/W-8 Requests + TIN Matching’.

Step 3: Once enabled, the system will automatically run a TIN Match when a W-9 is submitted, as long as you have sufficient TIN Matching credits.