Step 1 of the process is to run a Tin-Name matching report. This is an
example. The Tax ID numbers and names are fictitious. This report originally had
60 mis-matches or a $6,000 potential penalty. The report has been shortened for
illustration purposes. Notice all mis-matches come first for easy access.
Step 2 of this process is to correctly "solicit" a W-9 per IRS pub 1586,
on EACH mis-match, to establish the reasonable cause defense against
penalties. We can perform this solicitation for you.
For more information see Tin Matching