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TIN Solicitation Best Practices

Nov 13, 2018 Traliant

In this webinar, you’ll learn about best practices for Taxpayer Identification Number (TIN) solicitation. Non-compliance with IRS regulations in this area presents significant risks to organizations. Upon completion of the course, you’ll be able to:

  • Identify all required TIN information you need to collect
  • Describe how to design a best-practice TIN solicitation process
  • Recognize outdated TIN collection practices
  • Determine who should sign up for IRS TIN Matching in your organization
  • Discuss how to incorporate appropriate TIN solicitation practices into your new vendor operations
  • Explain how to identify situations when you should require a new W-9
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