How do I use the TIN Matching service in Premier?

New user to Yearli that has no payer/recipient data entered

If you are a new user to Yearli and have not entered any payers, recipients, or forms yet, please follow these steps to use the TIN Matching service.

  1. Log into your Yearli Premier account.
  2. Select the My Account option.
  3. Select the Payers and Recipients button.
  4. To manually enter the payer and recipient information:
    1. Select to Add Payer, if you wish to manually enter the payer information.
    2. Enter the necessary payer information in the fields.
    3. Select Save.
    4. Select Back to return to the main payer list.
    5. Choose the Manage link to the right of the newly added payer.
    6. Click Add Recipient.
    7. Enter the necessary recipient information in the fields.
    8. Select Save.
    9. Choose Add Another to enter the next recipient.
    10. Repeat steps 7-9 for all remaining recipients of this payer.
    11. Click Back to return to the payer detail screen.
    12. Click Back to return to the main payer list.
  5. To import the payer and recipient information:
    1. Select the Import button.
    2. Choose to download the Template & Instructions, if needed.
    3. Complete the template with the necessary payer and recipient information.
    4. Click Browse for File.
    5. Select the completed template and choose Open.
    6. Click Import to import the data.
  6. Once all payer and recipient data has been imported or entered into Yearli, select the TIN Matching option in the left navigation pane.
  7. Check the box next to the payer(s) that TIN Matching should be performed for.
  8. By default, all recipients for that payer will be selected.  To select only specific recipients for TIN Matching, click the Select Recipient link to the right and make the selections.  Click the Back button once the recipients are selected.
  9. Choose the Send TIN Match button on the right.
  10. A confirmation message will display.  Click OK.

The recipient data has now been submitted to the IRS for the TIN Matching service. Results are usually returned by the IRS in 24-72 after submitting the request and will be posted in your account.

Existing Yearli user that has previous payer/recipient data already entered

If you are an existing Yearli customer that has prior year or current year payers, recipients, or forms entered, please follow these steps to use the TIN Matching service.

  1. Log into your Yearli Premier account.
  2. Select the TIN Matching option in the left navigation pane.
  3. Check the box next to the payer(s) that TIN Matching should be performed for.
  4. By default all recipients for that payer will be selected.  To select only specific recipients for TIN Matching, click the Select Recipient link to the right and make the selections.  Click the Back button once the recipients are selected.
  5. Choose the Send TIN Match button on the right.
  6. A confirmation message will display.  Click OK.

The recipient data has now been submitted to the IRS for the TIN Matching service. Results are usually returned by the IRS in 24-72 after submitting the request and will be posted in your account.

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