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.
- 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.Tip: To request information from recipients to fix TIN mismatches, follow the steps in the article on W-9 solicitations.
The OFAC tab shows recipients who failed the OFAC check. Click a recipient's row to view and edit the recipient.
The DMF tab shows recipients who failed the DMF check. Click a recipient's row to view and edit the recipient.