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Version: 1.7.3

Standard TIN Matching (24 Hours)

Standard TIN Matching is a validation process that verifies the name and TIN combination of recipients against the IRS records and provides results within 24 hours. It is applicable only to SSN, EIN, and ITIN.

This method enables bulk verification of multiple TINs in a single request, making it ideal for large-scale operations or end-of-year filing preparation. It reduces the likelihood of IRS notices and penalties when filing forms like 1099, W-2, and others.

How to Enable Standard TIN Matching in TaxBandits API​

With the TaxBandits API, you can enable TIN Matching for your recipients in two ways:

  • Initiate TIN Matching through W-9 request​

    • When using the RequestByUrl, RequestByEmail, RequestByText, or RequestByBusinessUrl methods, you can enable automated TIN Matching by setting the 'IsTINMatching' node as 'TRUE' in your request JSON.
    • In this method, the recipients' TIN/name will be automatically validated as soon as they submit their W-9 forms.
    Note:

    If you use our Drop-in UI to collect W-9s, you can make the necessary configurations to initiate TIN Matching automatically once the recipients submit the forms.

  • Initiate TIN Matching Separately​

    If you wish to initiate TIN Matching separately, you can use the TINMatchingRecipients/Request endpoint. Learn more.

Simulation​

To understand how TIN Matching works, you can perform an end-to-end simulation of the process in Sandbox. Click here to learn how.