TIN Matching
Verify Taxpayer Information Before Filing. Manage TIN matching requests and results from the same IRS operations area used by the rest of the firm.
Why firms use it.
Catch errors before filing
Verify taxpayer information while there is still time to fix it.
Submit a request
Start a matching request for the records you need to verify.
Questions
TIN matching is coming soon and depends on IRS provider setup, which is enabled by the platform team.
More in Tax & IRS.
1099 Filing
Manage Information-Return Work in One Pipeline. Coordinate 1099 filing work, monitor status, and keep payer and recipient activity organized inside the firm workflow.
Learn more ›IRS Alerts
Turn IRS Signals Into Timely Follow-Up. Centralize supported IRS alerts so the firm can review, prioritize, and respond from a connected workspace.
Learn more ›IRS Monitoring
Keep Watch on IRS Activity That Matters. Use a dedicated monitoring workspace to follow supported IRS activity and bring emerging issues into the firm’s operating process.
Learn more ›See TIN Matching in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.