Configuring TIN Provider

Use the TIN Provider tab to adjust your TIN and retainage settings.

• To use Mekorma Vendor Validation’s TIN Match, ensure that the checkbox next to Active is checked to turn on the TIN Match. If it is unchecked, no TIN Matches or updates will be performed. To turn off TIN Match for individual vendors, review Excluding Vendors from Validations.

*TIN Matches are different from Provider validations, where you can configure what Warning and Error results yield. With TIN Match, Error can only be set to Hold Payments or do nothing. Configure this by clicking the check box next to On Fail – Update Vendor to Hold Payment.

• Select which Vendor TIN Account Name you want associated with your vendor record. Acumatica has more than one location for a vendor’s name, so we allow you to configure which one to use with the IRS.
  • Use Vendor Account Name is the default name of the vendor
  • Use Remit To Account Name will pull the name from the Remit To location and use that account name as the IRS legal name
  • Use Ship From Account Name will pull from the Ship From location and use that account name as the IRS legal name

• TIN Hours Suspended is a non-editable field. If you submit the same TIN name with three different numbers (or vice versa), the IRS will view this as a Phishing attempt and suspend your account for 96 hours.

!We limit our users to two submissions as a failsafe to ensure you don’t get locked out.

• Check the box next to Apply Retainage To Vendor to apply retainage. This is required by the IRS for vendors who do not have a matched TIN record or any vendor who fails the TIN Match and is a 1099 vendor.
  • Click the search icon to the right of the Retainage Payable Account field and select the specific account to apply retainage to. Once you have selected an account to apply retainage to, choose the retainage percentage you would like Mekorma to hold back (the default is 26%).

Once you are satisfied with how your TIN Provider is configured, you are ready to start validating vendors against IRS records through Mekorma. These fields can always be updated by following the steps on this page.