View bulk TIN matching results
Find out how to view the results of bulk TIN matching after they come back from the IRS.
- Go to Recipients on the side menu.
- Click View TIN mismatches.
- Click the tabs to review the TIN match, OFAC, and DMF results.
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Each row on the TIN mismatches tab represents an IRS error code. Click an error's row to view a list of recipients with the error, then click a recipient's row to view and edit the recipient.
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The OFAC tab shows recipients who failed the OFAC check. Click a recipient's row to view and edit the recipient.
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The DMF tab shows recipients who failed the DMF check. Click a recipient's row to view and edit the recipient.