View TIN Matching Results

After retrieving the TIN Matching Results from the IRS eService site, and uploading into the RTO System via the TIN Results screen, you are ready to View the TIN Matching Results report.

 

To view your results, go to the Tax Report Menu, and choose the Report type: View TIN Matching Results.

 

Below is an example of the Results you will receive. Every account will be listed, with the problem accounts on the first few pages. Any account that does not say, ‘TIN and Name combination matches IRS records’ should be contacted to obtain the correct Account Name or TIN Number.  

 

 

Correct the data in the Horsemen Maintenance screen, and remember to run the ‘Generate Tax Info’ process before creating another file to upload to the IRS. There is no limit to the number of times you can submit a new file for TIN Matching.