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TIN Matching & Verification

Cross-reference taxpayer identification numbers against IRS records before you file — eliminate B-Notices, penalties, and returned mail at $0.49 per check.

Why It Matters

One wrong TIN can cost you $290 per form

The IRS issues a CP2100 or B-Notice every time a TIN/name combination on a filed information return doesn't match their records. Each mismatch can trigger penalties up to $290 per form — and backup withholding requirements on future payments.

TIN Matching lets you catch these discrepancies before you file, not after.

B-Notice / CP2100

Triggered when TIN/name on filed return doesn't match IRS records. Requires backup withholding at 24%.

Penalty Per Form

Up to $290 per incorrect return filed with a wrong TIN — multiplied across every mismatched recipient.

TIN Match Prevents It

At $0.49 per check, a single avoided penalty pays for 590 verifications. The math is simple.

Bulk TIN Matching

Verify hundreds of TINs in one go

Upload a CSV of payee names and TINs — we batch-submit them to the IRS TIN Matching program and return results to your dashboard.

01
Upload CSV

Export your payee list with TIN and legal name columns. Use our template for fastest processing.

02
IRS Submission

We submit each TIN/name pair to the IRS e-Services TIN Matching program on your behalf — no IRS portal access required.

03
Results Returned

Your dashboard shows match / no-match / invalid TIN status for each payee. Export corrected records before filing.

04
File with Confidence

Update mismatched payee records, then proceed to e-file — knowing every TIN on your return has been IRS-verified.

Real-Time Alerts

Know instantly when a TIN doesn't match

Dashboard flag — mismatched payees are highlighted in red with the IRS response code so you know exactly what's wrong.

Email notification — get a summary report emailed when your batch TIN match completes, with a breakdown of matches and failures.

Per-form validation — adding a single recipient? TIN is verified in real-time as you enter it, before you submit the form.

Correction workflow — edit and re-verify mismatched TINs directly in the dashboard before proceeding to IRS submission.

IRS Response Codes

MATCH

TIN and name match IRS records — safe to file.

PARTIAL

TIN matches but name differs — review and correct payee name.

NO MATCH

TIN not found — request a W-9 from the payee before filing.

INVALID

TIN format is incorrect — verify the EIN or SSN digits.

IRS Cross-Referencing

How we cross-reference against IRS records

Tax Form Hero uses the official IRS e-Services Interactive and Bulk TIN Matching programs — the same systems used by authorized transmitters nationwide.

Official IRS e-Services

Queries are submitted directly through the IRS e-Services TIN Matching program — not third-party databases. Results are authoritative and current.

Authorized Transmitter

Tax Form Hero is an IRS-authorized e-file transmitter (TCC #AN00134). Our TIN Matching service operates under the same authorized relationship.

Up-to-Date IRS Data

The IRS TIN Matching database is refreshed continuously. Name changes, EIN updates, and new registrations are reflected in real time.

SSN & EIN Coverage

Covers both individual SSNs and business EINs. Validates sole proprietors, LLCs, corporations, partnerships, and nonprofits.

Pre-Filing Compliance

Running TIN Matching before filing demonstrates reasonable cause and good faith — which can reduce or eliminate penalties even when errors occur.

Data Never Stored

TIN verification queries are transient — raw TIN data is never stored beyond the lookup request. SOC 2 certified infrastructure, AES-256 encryption in transit and at rest.

Start verifying TINs before your next filing

Add TIN Matching to any filing in your dashboard — no setup, no contract, no minimum volume.