Best Practices for TIN Verifications
The following are requirments and best practices when performing a TIN Verification with Abound. This applies to the /tin-verification
endpoint along with TIN Verifications triggered during W-9, W-8BEN, W-8BEN-E or 1099 activities.
Requirements for the name
Field
Due to IRS limitations, Abound only accepts certain ASCII characters in the name
field when performing a TIN Verification. These characters include:
- Letters:
A-Z
- Letters:
a-z
- Numbers:
0-9
- Ampersands:
&
- Hyphens:
-
- Spaces:
If you include any other characters in the name
field, you will receive a 400
Bad Request error.
Requirements for the tin
Field
The tin field must contain exactly nine digits and only include numbers 0
through 9
. If you include any other characters in the tin
field, you will receive a 400
Bad Request error.
Pre-Processing Steps
Before submitting a TIN Verification request to the IRS, Abound will perform certain steps to ensure the name
field is formatted correctly. These steps include:
- Replacing accent characters with their ASCII equivalent (e.g. “é” becomes “e”)
- Removing leading and trailing whitespace characters
- If necessary, truncating the
name
field to 70 characters (an IRS requirement)
These pre-processing actions are not reflected in the TIN Verification name
response and are subject to change.
Best Practices
- Verify Payload Accuracy: Ensure that Employer Identification Numbers (EINs) are associated with the correct business entity name. Include entity designations (e.g., “Inc.”, “LLC”) only if they are part of the legal business name. For Social Security Numbers (SSNs) and Individual Taxpayer Identification Numbers (ITINs), pair the identifier with the individual’s legal first and last name.
- Omit Middle Names or Initials: Although including a middle name or initial might seem to enhance specificity, it does not improve IRS lookup accuracy. Please exclude middle names or initials from the
name
field. - Avoid Non-English Character Sets: The IRS supports only a limited set of ASCII characters in the name field. Non-English character sets should not be used.
- Do Not Including Honorifics: When submitting information for an
INDIVIDUAL
, please remove all leading and trailing honorifics (e.g. “Ms.”, “Dr.”, “Jr.”, “IV”).
Recently registered TINs
Newly registered TINs can sometimes be delayed in finding their way into the
IRS’s system. In the case of such delay, you will receive a MISMATCH
until
the IRS system is updated. If you think this case applies to you, please reach
out to us and we’d be happy to assist in a solution.