Compliant tax reporting starts with verified data
Electronic W-8/W-9 collection, IRS TIN matching, and retained validation status for compliant payee records.
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Reduce downstream reporting problems
At enterprise scale, earlier visibility into payee tax data issues reduces downstream remediation effort.
Establish TIN controls across enterprise workflows
Real-time, bulk, and API-based TIN Matching for greater control over exceptions across payee populations.
Spend 30% less time reviewing forms
“The import feature for W-2s and 1099s has saved us numerous times by quickly identifying SSN or EIN formatting errors, duplicated employees, and manual data typos - saving us time and avoiding potential filing issues.”
Frequently asked questions
What is electronic W-9 collection?
Electronic W-9 collection lets payees submit Form W-9 digitally instead of returning tax information through email or paper processes. With Zenwork, payees complete and submit their own W-9 or applicable W-8 information, creating a centralized tax record that can be validated before reporting begins.
When should businesses collect W-9 forms from vendors?
W-9 collection should happen early enough for payee information to be reviewed before year-end reporting. Collecting forms earlier gives teams time to identify missing information and validate the submitted name and TIN against IRS records before those records reach the filing process.
What does IRS TIN Matching verify?
TIN Matching checks whether a payee’s name and taxpayer identification number combination matches IRS records. Zenwork returns the match or mismatch result and IRS response code, then retains the validation result and check date with the corresponding payee record.
What happens if the name and TIN on a W-9 do not match IRS records?
A name/TIN mismatch means the submitted combination does not match IRS records and requires review before filing. Zenwork returns the IRS response code with the validation result, allowing teams to isolate the affected payee record and address the discrepancy before submission.
Can W-9 collection and TIN Matching be automated together?
Yes. W-9 collection gathers the payee’s submitted tax information, while TIN Matching validates the name and TIN against IRS records. Zenwork connects both steps so the tax record, validation result, response code, and check date remain associated with the same payee for later reporting.