W2 Mate has the ability to create a bulk TIN matching request file and
read the response with the purchase of an additional feature.
This tutorial shows how to create a bulk TIN matching request file and how to read the response in W2 Mate®.
Note: Requires Optional Feature code #4
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
To Create:
- Click → Tools
- Select Bulk TIN Matching
- Click → Create Bulk TIN Matching Request File
- Click → Select Recipient
- Click → OK
- Select Recipients you want to include in Bulk TIN Matching File
- Click → Browse to select the location to save the file
- Click → OK
Now you must upload this file you have created to the IRS E-Services. If you have any questions regarding the IRS E-Services system website call (866)-455-7438.
To Read:
- Click → Tools
- Select Bulk TIN Matching
- Click → Open Bulk TIN Matching Responses File
- Click → Browse to select the file
- Click → Close