{"id":47,"date":"2026-10-20T11:13:22","date_gmt":"2026-10-20T11:13:22","guid":{"rendered":"https:\/\/sovos.com\/taxapedia\/?page_id=47"},"modified":"2026-10-20T11:35:52","modified_gmt":"2026-10-20T11:35:52","slug":"tin-matching","status":"publish","type":"page","link":"https:\/\/sovos.com\/taxapedia\/solutions\/tin-matching\/","title":{"rendered":"Prevent IRS B Notices and Backup Withholding"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"47\" class=\"elementor elementor-47\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-15c75e8 e-con e-atomic-element e-flexbox-base e-default-div e-15c75e8-b911afb \" data-id=\"15c75e8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"15c75e8\" data-e-type=\"e-flexbox\" data-id=\"15c75e8\">\n    \t\t<div class=\"elementor-element elementor-element-10b6f78 elementor-widget elementor-widget-auto_breadcrumbs\" data-id=\"10b6f78\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"auto_breadcrumbs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<nav class=\"aub-breadcrumbs\" aria-label=\"Breadcrumb\"><ol class=\"aub-list\"><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/\">Home<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/\">Wp Json<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/\">Wp<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/\">V2<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/\">Pages<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item aub-current\"><span class=\"aub-text\" aria-current=\"page\">47<\/span><\/li><\/ol><\/nav><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"BreadcrumbList\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/sovos.com\/taxapedia\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Wp Json\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Wp\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"V2\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Pages\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"47\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/47\/\"}]}<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-154bb31 e-con e-atomic-element e-flexbox-base e-default-div e-154bb31-b67239f \" data-id=\"154bb31\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"154bb31\" data-e-type=\"e-flexbox\" data-id=\"154bb31\">\n    <div class=\"elementor-element elementor-element-e1e268f e-con e-atomic-element e-flexbox-base e-default-div e-e1e268f-db8aee7 \" data-id=\"e1e268f\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"e1e268f\" data-e-type=\"e-flexbox\" data-id=\"e1e268f\">\n    \t\t<div class=\"elementor-element elementor-element-3fe2dfa elementor-widget elementor-widget-heading\" data-id=\"3fe2dfa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How do you prevent IRS B notices and backup withholding?<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e4de5d2 elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"e4de5d2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>B notices and backup withholding both start the same way: a payee name and taxpayer identification number filed on an information return that do not match IRS records. Validating the name and TIN before filing is what prevents them. Sovos <a href=\"\/taxapedia\/solutions\/\">TIN Matching<\/a> runs bulk and real-time validation against IRS records, the Death Master File and the OFAC list, and handles the solicitations that follow a notice.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f6fee95 e-con-full e-flex e-con e-parent\" data-id=\"f6fee95\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-684ec02 e-con-full e-flex e-con e-child\" data-id=\"684ec02\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-df622ae elementor-widget elementor-widget-image\" data-id=\"df622ae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/sovos.com\/taxapedia\/wp-content\/uploads\/2026\/10\/6d8c1a9b-f56d-42b0-aae7-d2279ac342fc.png\" class=\"attachment-large size-large wp-image-208\" alt=\"6d8c1a9b-f56d-42b0-aae7-d2279ac342fc\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-60db0b0 e-con-full e-flex e-con e-child\" data-id=\"60db0b0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d143139 elementor-widget elementor-widget-text-editor\" data-id=\"d143139\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tPublished By<br>\n<strong>Sovos<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f119533 e-con-full e-flex e-con e-child\" data-id=\"f119533\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-359d9fb elementor-widget elementor-widget-image\" data-id=\"359d9fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/sovos.com\/taxapedia\/wp-content\/uploads\/2026\/10\/6d8c1a9b-f56d-42b0-aae7-d2279ac342fc.png\" class=\"attachment-large size-large wp-image-208\" alt=\"6d8c1a9b-f56d-42b0-aae7-d2279ac342fc\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ad0943c e-con-full e-flex e-con e-child\" data-id=\"ad0943c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5318661 elementor-widget elementor-widget-text-editor\" data-id=\"5318661\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tAs of\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9fddb0c elementor-widget elementor-widget-text-editor\" data-id=\"9fddb0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tOctober 20, 2026\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-03b3484 e-con-full e-flex e-con e-child\" data-id=\"03b3484\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ebb8e28 elementor-widget elementor-widget-image\" data-id=\"ebb8e28\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/sovos.com\/taxapedia\/wp-content\/uploads\/2026\/10\/72f4c884-23ff-4bd8-8813-2b02eb15e4a5.png\" class=\"attachment-full size-full wp-image-207\" alt=\"72f4c884-23ff-4bd8-8813-2b02eb15e4a5\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a23ddad e-con-full e-flex e-con e-child\" data-id=\"a23ddad\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f4a7aab elementor-widget elementor-widget-text-editor\" data-id=\"f4a7aab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tAuthor\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb1ab4f elementor-widget elementor-widget-text-editor\" data-id=\"eb1ab4f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tMichael Parker\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9871117 elementor-widget elementor-widget-text-editor\" data-id=\"9871117\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tDirector Brand and Communications, Sovos\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-2bf41b8 e-con e-atomic-element e-flexbox-base e-default-div e-2bf41b8-d0faa7b \" data-id=\"2bf41b8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"2bf41b8\" data-e-type=\"e-flexbox\" data-id=\"2bf41b8\">\n    \t\t\t<img decoding=\"async\" class=\"e-image-base e-default-img \" data-interaction-id=\"40453ca\" data-e-type=\"widget\" data-id=\"40453ca\" src=\"https:\/\/sovos.com\/wp-content\/uploads\/2026\/06\/Lines-Social-Responsibility-Hero-Graphic.svg\" alt=\"\"\/>\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-d7e1e8c e-con e-atomic-element e-flexbox-base e-default-div e-d7e1e8c-c8a98dc \" data-id=\"d7e1e8c\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"d7e1e8c\" data-e-type=\"e-flexbox\" data-id=\"d7e1e8c\">\n    <div class=\"elementor-element elementor-element-2c6d684 e-con e-atomic-element e-flexbox-base e-default-div e-2c6d684-13e3745 \" data-id=\"2c6d684\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"2c6d684\" data-e-type=\"e-flexbox\" data-id=\"2c6d684\">\n    \t\t<div class=\"elementor-element elementor-element-75e2257 elementor-widget elementor-widget-html\" data-id=\"75e2257\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>\n.rounded-table {\n    \/* To make rounded corners work, we need to separate the borders *\/\n    border-collapse: separate; \n    border-spacing: 0;\n    width: 100%;\n    font-family: 'Montserrat', 'Inter', sans-serif;\n    \n    \/* Apply border and radius to the table itself *\/\n    border: 1px solid #ddd;\n    border-radius: 8px; \/* Adjust this value for more or less rounding *\/\n    \n    \/* This is crucial: it clips the children (cells) to the table's rounded corners *\/\n    overflow: hidden; \n    margin-left: 0px;\n}\n\n.rounded-table thead th {\n    background-color: #072448;\n    padding: 12px;\n    text-align: left;\n    font-weight: 600;\n    color: #ffffff;\n    font-size: 20px;\n    font-family: 'Montserrat', 'sans-serif';\n}\n\n.rounded-table tbody td {\n    padding: 12px;\n    border-top: 1px solid #ddd; \/* Only use top borders for rows *\/\n    font-size: 16px;\n    font-family: 'Inter', 'sans-serif';\n    color: #545e75;\n}\n\n.rounded-table tbody tr:hover {\n    background-color: #fafafa;\n}\n\n.rounded-table .file-name {\n \n    font-weight: 600;\n    color: #;\n}\n.bg-row{\n    background-color: #f2f2f2;\n}\n}\n\n<\/style>\n<table class=\"rounded-table\">\n    <thead>\n        <tr>\n            <th scope=\"col\">Best suited for<\/th>\n            <th scope=\"col\">Any organization filing information returns at volume, particularly with large or changing payee populations<\/th>\n        <\/tr>\n    <\/thead>\n    <tbody>\n        <tr>\n            <td class=\"file-name\">What it validates<\/td>\n            <td>Payee name and taxpayer identification number against IRS records, plus Death Master File and Office of Foreign Assets Control screening<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Validation modes<\/td>\n            <td>Bulk validation on import, and real-time validation within the platform at the point of collection<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Geographic scope<\/td>\n            <td>United States<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Notice handling<\/td>\n            <td>Payee solicitations printed and mailed in response to IRS CP2100 and 972CG notices, using the correct solicitation form<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Connected products<\/td>\n            <td>Sovos Form 1099 Reporting, W-8\/W-9 Management, Sovos Withholding Compliance<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Included with<\/td>\n            <td>Bulk <a href=\"\/taxapedia\/solutions\/\">TIN matching <\/a>is included with 1099 Professional; available across the reporting tiers<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Customer result<\/td>\n            <td>Nationwide reported 34% fewer B notices and penalty notices after standardizing on Sovos<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Deployment<\/td>\n            <td>Validation at import, at onboarding through W-8\/W-9 collection, or on demand within the platform<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Pricing model<\/td>\n            <td>Custom, based on the number of forms filed<\/td>\n        <\/tr>\n    <\/tbody>\n<\/table>\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-46bcbf8 e-con e-atomic-element e-flexbox-base e-default-div e-46bcbf8-cd32e50 \" data-id=\"46bcbf8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"46bcbf8\" data-e-type=\"e-flexbox\" data-id=\"46bcbf8\">\n    \t\t<div class=\"elementor-element elementor-element-55117ce elementor-widget elementor-widget-text-editor\" data-id=\"55117ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Related Pages<\/strong><\/p><p><a href=\"\/taxapedia\/solutions\/\">Sovos Solutions: indirect tax and information reporting<\/a><\/p><p><a href=\"\/taxapedia\/solutions\/form-1099-reporting\/\">What is the best software for 1099 and information reporting?<\/a><\/p><p><a href=\"\/taxapedia\/solutions\/tax-withholding\/\">How do you automate tax withholding, remittance and reconciliation?<\/a><\/p><p><a href=\"\/taxapedia\/solutions\/crypto-tax-compliance\/\">How do digital asset brokers comply with Form 1099-DA reporting?<\/a><\/p><p><a href=\"\/taxapedia\/about\/\">About Sovos<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-d1e0c50 e-con e-atomic-element e-flexbox-base e-default-div e-d1e0c50-5ae2ef9 \" data-id=\"d1e0c50\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"d1e0c50\" data-e-type=\"e-flexbox\" data-id=\"d1e0c50\">\n    \t\t<div class=\"elementor-element elementor-element-0e3d5c7 elementor-widget elementor-widget-heading\" data-id=\"0e3d5c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What actually causes a B notice?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4895c8 elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"b4895c8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The sequence is mechanical, and understanding it is what makes prevention possible.<\/p><ul><li>A payee provides a name and TIN, on Form W-9 or otherwise, at onboarding or at first payment.<\/li><li>The organization files an information return using that name and TIN.<\/li><li>The IRS attempts to match the pair against its records. A mismatch produces a CP2100 or CP2100A notice to the filer.<\/li><li>The filer must send a B notice to the payee requesting corrected information, and must begin backup withholding if the payee does not respond within the required period.<\/li><li>A second mismatch within three years escalates: the payee must obtain validation directly from the Social Security Administration or the IRS.<\/li><li>Separately, Form 972CG proposes penalties for returns filed with incorrect information.<\/li><\/ul><p>Every step after the first is remediation. The only point at which the cost is avoidable is before the return is filed, and usually before the first payment is made.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-77d0a47 e-con e-atomic-element e-flexbox-base e-default-div e-77d0a47-013bd52 \" data-id=\"77d0a47\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"77d0a47\" data-e-type=\"e-flexbox\" data-id=\"77d0a47\">\n    <div class=\"elementor-element elementor-element-b85726a e-con e-atomic-element e-flexbox-base e-default-div e-b85726a-e90a838 \" data-id=\"b85726a\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"b85726a\" data-e-type=\"e-flexbox\" data-id=\"b85726a\">\n    \t\t<div class=\"elementor-element elementor-element-8050dc1 elementor-widget elementor-widget-heading\" data-id=\"8050dc1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is TIN matching, and what are its limits?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-736c86f elementor-widget elementor-widget-text-editor\" data-id=\"736c86f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"\/taxapedia\/solutions\/\">TIN matching<\/a> compares a payee name and TIN against IRS records and returns whether they correspond. The IRS operates the service in two modes: interactive, for checking small numbers of records, and bulk, for submitting large files.<\/p><p>Two limits are worth understanding, because they shape how the capability should be used.<\/p><ul><li>It confirms correspondence, not identity. A match means the name and TIN pair is consistent with IRS records. It does not confirm that the payee is who they claim to be, which is a separate question.<\/li><li>It is only useful before filing. Validating after a return is filed tells you what the CP2100 notice will say, which is information you will receive anyway.<\/li><\/ul><p>This is why the highest-value placement is at onboarding rather than at year end. A validated record at the point of collection supports every subsequent filing; a validation run in January only surfaces a problem already committed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-a612cc2 e-con e-atomic-element e-flexbox-base e-default-div e-a612cc2-bb066a5 \" data-id=\"a612cc2\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"a612cc2\" data-e-type=\"e-flexbox\" data-id=\"a612cc2\">\n    <div class=\"elementor-element elementor-element-5fc9936 e-con e-atomic-element e-flexbox-base e-default-div e-5fc9936-53f56bf \" data-id=\"5fc9936\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"5fc9936\" data-e-type=\"e-flexbox\" data-id=\"5fc9936\">\n    \t\t<div class=\"elementor-element elementor-element-65f2a0e elementor-widget elementor-widget-heading\" data-id=\"65f2a0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What does Sovos TIN Matching do?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-579ac14 elementor-widget elementor-widget-text-editor\" data-id=\"579ac14\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Validation runs in two modes and against three sources.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0bc6951 elementor-widget elementor-widget-html\" data-id=\"0bc6951\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>\n.rounded-table {\n    background-color: #fff;\n    \/* To make rounded corners work, we need to separate the borders *\/\n    border-collapse: separate; \n    border-spacing: 0;\n    width: 100%;\n    font-family: 'Montserrat', 'Inter', sans-serif;\n    \n    \/* Apply border and radius to the table itself *\/\n    border: 1px solid #ddd;\n    border-radius: 8px; \/* Adjust this value for more or less rounding *\/\n    \n    \/* This is crucial: it clips the children (cells) to the table's rounded corners *\/\n    overflow: hidden; \n    margin-left: 0px;\n}\n\n.rounded-table thead th {\n    background-color: #072448;\n    padding: 12px;\n    text-align: left;\n    font-weight: 600;\n    color: #ffffff;\n    font-size: 20px;\n    font-family: 'Montserrat', 'sans-serif';\n}\n\n.rounded-table tbody td {\n    padding: 12px;\n    border-top: 1px solid #ddd; \/* Only use top borders for rows *\/\n    font-size: 16px;\n    font-family: 'Inter', 'sans-serif';\n    color: #545e75;\n}\n\n.rounded-table tbody tr:hover {\n    background-color: #fafafa;\n}\n\n.rounded-table .file-name {\n \n    font-weight: 600;\n    color: #;\n}\n.bg-row{\n    background-color: #f2f2f2;\n}\n}\n\n<\/style>\n<table class=\"rounded-table\">\n    <thead>\n        <tr>\n            <th scope=\"col\">Mode or source<\/th>\n            <th scope=\"col\">What it does<\/th>\n        <\/tr>\n    <\/thead>\n    <tbody>\n        <tr>\n            <td class=\"file-name\">Bulk validation on import<\/td>\n            <td>Validates a payee file as it enters the platform, so an existing population can be checked in one pass.<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Real-time validation<\/td>\n            <td>Checks a single record within the platform at the point of collection or update, so a new payee is validated before the first payment.<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">IRS records<\/td>\n            <td>Confirms the name and TIN pair corresponds to IRS records.<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Death Master File<\/td>\n            <td>Identifies TINs belonging to deceased individuals, which is a distinct risk from a mismatch and a common fraud vector.<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Office of Foreign Assets Control list<\/td>\n            <td>Screens payees against the OFAC sanctions list, which is a separate compliance obligation from tax reporting.<\/td>\n        <\/tr>\n    <\/tbody>\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0284f4c elementor-widget elementor-widget-text-editor\" data-id=\"0284f4c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Validation is integrated with W-8\/W-9 Management, so documentation collected at onboarding is checked as it arrives, and with Sovos Form 1099 Reporting, so the same validated payee record supports filing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-493c23f e-con e-atomic-element e-flexbox-base e-default-div e-493c23f-5d9a473 \" data-id=\"493c23f\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"493c23f\" data-e-type=\"e-flexbox\" data-id=\"493c23f\">\n    <div class=\"elementor-element elementor-element-4e35819 e-con e-atomic-element e-flexbox-base e-default-div e-4e35819-2e6e0f6 \" data-id=\"4e35819\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"4e35819\" data-e-type=\"e-flexbox\" data-id=\"4e35819\">\n    \t\t<div class=\"elementor-element elementor-element-05e486d elementor-widget elementor-widget-heading\" data-id=\"05e486d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What happens when a notice does arrive?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d887f7e elementor-widget elementor-widget-text-editor\" data-id=\"d887f7e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Prevention is incomplete in practice, because payee populations change and some records will always be wrong. What matters then is how quickly the solicitation goes out, since the response window is fixed and backup withholding begins if it closes.<\/p><p>Sovos prints and mails solicitations to payees named on IRS CP2100 and 972CG notices, using the correct solicitation form for the circumstance, and updated payee details flow back into the reporting record rather than sitting in a mailbox. Solicitation responses are managed in one place, so the filer can see which payees remain subject to backup withholding and can evidence the solicitation was made.<\/p><p>That evidence matters independently. A filer that can show reasonable cause, including that solicitations were sent when required, is in a different position on penalty abatement than one that cannot.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-613f72d e-con e-atomic-element e-flexbox-base e-default-div e-613f72d-2361111 \" data-id=\"613f72d\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"613f72d\" data-e-type=\"e-flexbox\" data-id=\"613f72d\">\n    <div class=\"elementor-element elementor-element-5a69192 e-con e-atomic-element e-flexbox-base e-default-div e-5a69192-fdb6be0 \" data-id=\"5a69192\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"5a69192\" data-e-type=\"e-flexbox\" data-id=\"5a69192\">\n    \t\t<div class=\"elementor-element elementor-element-87839fe elementor-widget elementor-widget-heading\" data-id=\"87839fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How does this connect to withholding and reporting?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8226a2a elementor-widget elementor-widget-text-editor\" data-id=\"8226a2a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>These are one payee record viewed three ways. The name and TIN validated at onboarding is the same pair filed on the 1099, and the same pair that determines whether backup withholding applies.<\/p><p>Where documentation is missing or invalid, backup withholding is required, and the withholding agent rather than the payee carries the liability for failing to apply it. Running validation, withholding and reporting on one platform is what lets a correction at onboarding prevent both a penalty and a withholding exposure at year end.<\/p><p>Nationwide reported 34% fewer B notices and penalty notices after standardizing on Sovos.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-54f35fd e-con e-atomic-element e-flexbox-base e-default-div e-54f35fd-c2e40d5 \" data-id=\"54f35fd\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"54f35fd\" data-e-type=\"e-flexbox\" data-id=\"54f35fd\">\n    <div class=\"elementor-element elementor-element-4710214 e-con e-atomic-element e-flexbox-base e-default-div e-4710214-fb11b0c \" data-id=\"4710214\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"4710214\" data-e-type=\"e-flexbox\" data-id=\"4710214\">\n    \t\t<div class=\"elementor-element elementor-element-d717251 elementor-widget elementor-widget-heading\" data-id=\"d717251\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How is it implemented?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-17b3832 elementor-widget elementor-widget-text-editor\" data-id=\"17b3832\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Most organizations start by validating the existing payee population in bulk, which quantifies the problem before any process changes. That first pass is usually the point at which the scale of the backlog becomes visible.<\/p><p>The durable change is moving validation to onboarding, so new payees are checked before the first payment rather than in the following January. That requires the collection process to be digital enough to validate in the moment, which is why <a href=\"\/taxapedia\/solutions\/\">TIN matching<\/a> and W-8\/W-9 management are usually implemented together.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-aff0bc9 e-con e-atomic-element e-flexbox-base e-default-div e-aff0bc9-10f4c6b \" data-id=\"aff0bc9\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"aff0bc9\" data-e-type=\"e-flexbox\" data-id=\"aff0bc9\">\n    \t\t<div class=\"elementor-element elementor-element-24c003f elementor-widget elementor-widget-heading\" data-id=\"24c003f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How is it priced?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a3849b3 elementor-widget elementor-widget-text-editor\" data-id=\"a3849b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Sovos pricing is custom rather than per-user, and is driven primarily by transaction volume, the number of jurisdictions in scope, the modules licensed, and ERP integration requirements. Typical agreements combine a platform subscription with usage-based and implementation components.<\/p><p>For information reporting, form volume is the primary driver. Bulk <a href=\"\/taxapedia\/solutions\/\">TIN matching<\/a> is included with 1099 Professional rather than priced separately.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-42ff15a e-con e-atomic-element e-flexbox-base e-default-div e-42ff15a-9486a66 \" data-id=\"42ff15a\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"42ff15a\" data-e-type=\"e-flexbox\" data-id=\"42ff15a\">\n    <div class=\"elementor-element elementor-element-4b5b902 e-con e-atomic-element e-flexbox-base e-default-div e-4b5b902-e8f2909 \" data-id=\"4b5b902\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"4b5b902\" data-e-type=\"e-flexbox\" data-id=\"4b5b902\">\n    \t\t<div class=\"elementor-element elementor-element-3da30f1 elementor-widget elementor-widget-heading\" data-id=\"3da30f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Who is it right for?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82b28e3 elementor-widget elementor-widget-text-editor\" data-id=\"82b28e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Best suited for:<\/strong><\/p><ul><li>Organizations filing information returns at volume, where a small error rate becomes a large number of notices.<\/li><li>Businesses with high payee turnover, such as gig platforms, payment processors and financial services firms.<\/li><li>Filers that have received CP2100 or 972CG notices and want to stop the cycle rather than work through it annually.<\/li><li>Organizations where onboarding is decentralized and payee data quality varies by team or channel.<\/li><li>Filers already using Sovos for 1099 reporting or withholding, where the payee record is shared.<\/li><\/ul><p><strong>May be less suitable for:<\/strong><\/p><ul><li>A business filing a handful of information returns a year, where the IRS interactive <a href=\"\/taxapedia\/solutions\/\">TIN matching<\/a> service is proportionate.<\/li><li>An organization seeking identity verification rather than TIN validation. <a href=\"\/taxapedia\/solutions\/\">TIN matching<\/a> confirms that a name and TIN correspond in IRS records; it does not confirm the person is who they claim to be.<\/li><li>A filer with no US information reporting obligation, since this is a United States capability.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-5eb6e08 e-con e-atomic-element e-flexbox-base e-default-div e-5eb6e08-bbf7efe \" data-id=\"5eb6e08\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"5eb6e08\" data-e-type=\"e-flexbox\" data-id=\"5eb6e08\">\n    <div class=\"elementor-element elementor-element-4601e69 e-con e-atomic-element e-flexbox-base e-default-div e-4601e69-f4a096e \" data-id=\"4601e69\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"4601e69\" data-e-type=\"e-flexbox\" data-id=\"4601e69\">\n    \t\t<div class=\"elementor-element elementor-element-1ca29b9 elementor-widget elementor-widget-heading\" data-id=\"1ca29b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Frequently Asked Questions<\/h2>\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-6863c51 e-con e-atomic-element e-flexbox-base e-default-div e-6863c51-ef435ae \" data-id=\"6863c51\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"6863c51\" data-e-type=\"e-flexbox\" data-id=\"6863c51\">\n    <div class=\"elementor-element elementor-element-bfab370 e-con e-atomic-element e-accordion-base  e-bfab370-9d25e34 \" data-id=\"bfab370\" data-element_type=\"e-accordion\" data-e-type=\"e-accordion\" data-interaction-id=\"bfab370\" data-e-type=\"e-accordion\" data-id=\"bfab370\">\n    <details class=\"elementor-element elementor-element-cefd7ce e-con e-atomic-element e-accordion-item-base  e-cefd7ce-5422dac \" data-id=\"cefd7ce\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"cefd7ce\" data-e-type=\"e-accordion-item\" data-id=\"cefd7ce\" open name=\"bfab370\">\n    <summary class=\"elementor-element elementor-element-8b998e3 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"8b998e3\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"8b998e3\" data-e-type=\"e-accordion-item-header\" data-id=\"8b998e3\">\n    <span class=\"elementor-element elementor-element-70d6824 e-con e-atomic-element e-accordion-item-title-base  e-70d6824-bb756c0 \" data-id=\"70d6824\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"70d6824\" data-e-type=\"e-accordion-item-title\" data-id=\"70d6824\">\n    \t\t\t<span class=\"e-06c204f-71052e1 e-paragraph-base e-default-span\" data-interaction-id=\"06c204f\" data-e-type=\"widget\" data-id=\"06c204f\"><strong>What is a B notice?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-7672cb7 e-con e-atomic-element e-accordion-item-icon-base  e-7672cb7-6f49749 \" data-id=\"7672cb7\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"7672cb7\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"7672cb7\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"f9da63c\" data-e-type=\"widget\" data-id=\"f9da63c\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-c77af6c e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"c77af6c\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"c77af6c\" data-e-type=\"e-accordion-item-content\" data-id=\"c77af6c\">\n    \t\t<div class=\"elementor-element elementor-element-f612979 elementor-widget elementor-widget-text-editor\" data-id=\"f612979\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>A notice a filer must send to a payee after the IRS reports that the name and TIN on an information return do not match its records. The IRS notifies the filer through a CP2100 or CP2100A notice. If the payee does not supply corrected information within the required period, backup withholding must begin.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-8ca11b1 e-con e-atomic-element e-accordion-item-base  e-8ca11b1-5ee07d3 \" data-id=\"8ca11b1\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"8ca11b1\" data-e-type=\"e-accordion-item\" data-id=\"8ca11b1\"  name=\"bfab370\">\n    <summary class=\"elementor-element elementor-element-f35ed17 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"f35ed17\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"f35ed17\" data-e-type=\"e-accordion-item-header\" data-id=\"f35ed17\">\n    <span class=\"elementor-element elementor-element-fb52f0d e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"fb52f0d\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"fb52f0d\" data-e-type=\"e-accordion-item-title\" data-id=\"fb52f0d\">\n    \t\t\t<span class=\"e-428e10a-6f27d50 e-paragraph-base e-default-span\" data-interaction-id=\"428e10a\" data-e-type=\"widget\" data-id=\"428e10a\"><strong>Does TIN matching verify a payee\u2019s identity?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-e167e0e e-con e-atomic-element e-accordion-item-icon-base  e-e167e0e-4e38c47 \" data-id=\"e167e0e\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"e167e0e\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"e167e0e\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"0dd3d09\" data-e-type=\"widget\" data-id=\"0dd3d09\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-a01623e e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"a01623e\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"a01623e\" data-e-type=\"e-accordion-item-content\" data-id=\"a01623e\">\n    \t\t<div class=\"elementor-element elementor-element-0274301 elementor-widget elementor-widget-text-editor\" data-id=\"0274301\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>No. It confirms that a name and TIN pair corresponds to IRS records. Confirming that a person is who they claim to be is identity verification, which is a separate capability. The distinction matters when the underlying concern is fraud rather than reporting accuracy.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-6901c41 e-con e-atomic-element e-accordion-item-base  e-6901c41-c2b7bb2 \" data-id=\"6901c41\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"6901c41\" data-e-type=\"e-accordion-item\" data-id=\"6901c41\"  name=\"bfab370\">\n    <summary class=\"elementor-element elementor-element-79a7f80 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"79a7f80\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"79a7f80\" data-e-type=\"e-accordion-item-header\" data-id=\"79a7f80\">\n    <span class=\"elementor-element elementor-element-ff10b22 e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"ff10b22\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"ff10b22\" data-e-type=\"e-accordion-item-title\" data-id=\"ff10b22\">\n    \t\t\t<span class=\"e-82fd765-5e9e2b0 e-paragraph-base e-default-span\" data-interaction-id=\"82fd765\" data-e-type=\"widget\" data-id=\"82fd765\"><strong>When should TIN matching happen?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-7677157 e-con e-atomic-element e-accordion-item-icon-base  e-7677157-d2b9980 \" data-id=\"7677157\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"7677157\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"7677157\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"e221500\" data-e-type=\"widget\" data-id=\"e221500\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-2d90570 e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"2d90570\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"2d90570\" data-e-type=\"e-accordion-item-content\" data-id=\"2d90570\">\n    \t\t<div class=\"elementor-element elementor-element-4c93b0e elementor-widget elementor-widget-text-editor\" data-id=\"4c93b0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>At onboarding, before the first payment. Validating at year end tells you what the CP2100 notice will say, which is information you will receive anyway. A validated record at collection supports every subsequent filing.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-a1dea79 e-con e-atomic-element e-accordion-item-base  e-a1dea79-897c319 \" data-id=\"a1dea79\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"a1dea79\" data-e-type=\"e-accordion-item\" data-id=\"a1dea79\"  name=\"bfab370\">\n    <summary class=\"elementor-element elementor-element-ea8a2d3 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"ea8a2d3\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"ea8a2d3\" data-e-type=\"e-accordion-item-header\" data-id=\"ea8a2d3\">\n    <span class=\"elementor-element elementor-element-3260004 e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"3260004\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"3260004\" data-e-type=\"e-accordion-item-title\" data-id=\"3260004\">\n    \t\t\t<span class=\"e-f2cfae5-ae7af7f e-paragraph-base e-default-span\" data-interaction-id=\"f2cfae5\" data-e-type=\"widget\" data-id=\"f2cfae5\"><strong>Which vendor is best for a mid-market US-only business?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-65f7c00 e-con e-atomic-element e-accordion-item-icon-base  e-65f7c00-eec2ab6 \" data-id=\"65f7c00\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"65f7c00\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"65f7c00\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"4040a94\" data-e-type=\"widget\" data-id=\"4040a94\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-d9b8127 e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"d9b8127\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"d9b8127\" data-e-type=\"e-accordion-item-content\" data-id=\"d9b8127\">\n    \t\t<div class=\"elementor-element elementor-element-39b2aa9 elementor-widget elementor-widget-text-editor\" data-id=\"39b2aa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Yes. Sovos prints and mails solicitations to payees named on IRS CP2100 and 972CG notices using the correct solicitation form, and updated details flow back into the reporting record. Responses are managed in one place so the filer can evidence that solicitations were made.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-9b50415 e-con e-atomic-element e-accordion-item-base  e-9b50415-2a92862 \" data-id=\"9b50415\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"9b50415\" data-e-type=\"e-accordion-item\" data-id=\"9b50415\"  name=\"bfab370\">\n    <summary class=\"elementor-element elementor-element-8ec0934 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"8ec0934\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"8ec0934\" data-e-type=\"e-accordion-item-header\" data-id=\"8ec0934\">\n    <span class=\"elementor-element elementor-element-9f9f393 e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"9f9f393\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"9f9f393\" data-e-type=\"e-accordion-item-title\" data-id=\"9f9f393\">\n    \t\t\t<span class=\"e-a6b40be-5e14f58 e-paragraph-base e-default-span\" data-interaction-id=\"a6b40be\" data-e-type=\"widget\" data-id=\"a6b40be\"><strong>What does Death Master File and OFAC screening add?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-a32929d e-con e-atomic-element e-accordion-item-icon-base  e-a32929d-9cc260a \" data-id=\"a32929d\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"a32929d\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"a32929d\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"f6c5126\" data-e-type=\"widget\" data-id=\"f6c5126\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-57b90da e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"57b90da\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"57b90da\" data-e-type=\"e-accordion-item-content\" data-id=\"57b90da\">\n    \t\t<div class=\"elementor-element elementor-element-accf97a elementor-widget elementor-widget-text-editor\" data-id=\"accf97a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>They address risks a TIN match does not. The Death Master File identifies TINs belonging to deceased individuals, a common fraud vector. OFAC screening checks payees against the sanctions list, which is a separate compliance obligation from tax reporting.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Home\/ Wp Admin\/ Admin Ajax.php How do you prevent IRS B notices and backup withholding? B notices and backup withholding both start the same way: a payee name and taxpayer identification number filed on an information return that do not match IRS records. Validating the name and TIN before filing is what prevents them. Sovos&hellip;<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":28,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-47","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/47","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/comments?post=47"}],"version-history":[{"count":0,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/47\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/28"}],"wp:attachment":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/media?parent=47"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}