How does TIN verification work in BoomTax?

TIN verification checks a payee's name and taxpayer identification number against IRS records. You can run an on-demand check or submit a bulk check from Compliance. Some recipient forms also provide a check directly in the form editor.

Use TIN matching for eligible information returns you are authorized to file. A match result applies to the name and TIN you checked; it does not establish that the rest of the form is complete or correct.

Before you begin

Have the payee's legal name and full TIN ready. You need access to the verification option you want to use and the appropriate credits. On-demand credits and bulk batch credits are separate. If an option is unavailable, ask your company administrator to check your access.

Check one name and TIN

1. Select Compliance from the top menu.
2. Choose On-demand, or select Run an on-demand check from the overview.
3. Enter the payee's Legal name and TIN (SSN or EIN).
4. Select Verify TIN and review the result.

The page displays your on-demand credit balance. Its billing note explains that completed checks use a credit and checks the IRS cannot process are not charged. If a request's result is not yet confirmed, check its status before submitting another request.

Verify forms in bulk

1. In Compliance, choose Bulk verification.
2. Select From filings and choose the tax year.
3. Use Select all filings in this tax year, or clear it to choose individual available filings.
4. Select Review count and credits and review the included forms and required batch credits.
5. Continue to the confirmation step, check the results-notification email address, and select Submit for verification.

This checks active recipient forms in the filings you select. Summary forms are excluded. Repeated name/TIN entries are checked separately. If a filing is missing, check the selected year and your access.

For data outside a filing, use Upload or paste on the bulk page. The page provides a sample TXT file and its required format: one payee per line, with the TIN and legal name separated by a semicolon and no header row. Review the count and credit cost before submitting.

Check from a recipient form

Where the form editor provides TIN verification, open the recipient form and use Check TIN · 1 credit. For a new form or a changed recipient name or TIN, BoomTax saves the form before starting the check. Save other form edits separately. This option requires on-demand verification access, permission to order TIN verification for the filing, and an available on-demand credit.

The status label opens details about the result and next step. Changing the recipient name or TIN makes the previous result inapplicable, so check the updated combination.

Understand the result

In the recipient form editor, the status labels mean:

• Name and TIN match: The checked combination matches IRS records.
• Name/TIN mismatch: Confirm the payee's legal name and TIN, correct inaccurate details, and check the updated combination.
• Invalid TIN: Review the details, such as a missing or non-nine-digit TIN, and confirm the payee's information.
• Not checked: There is no verification result for the current name/TIN combination.
• No result: There is no definitive match result. Read the details before retrying. If the message says to wait 24 hours, wait before checking again.

Use History in Compliance to review requests you have permission to view. Bulk results are processed after submission, and BoomTax emails the notification address when they are ready.