TIN - United States of America
Our Comfort pack contains numerous nice-to-have enhancements for the input and data integrity of TIN numbers.
Our government lookup features were built based on user feedback and are well received by most users for their simplicity and speed!
TIN lookup by EINSearch is included for all US customers, regardless of the comfort pack option.
The following short video shows the capabilities of our TIN user interface with real time lookup and validations.
Lookup
Our TIN lookup helps end users search for TIN Numbers using either a vendor name or an TIN Number.
A series of options at the top of the lookup allows data filtering to refine search results.
Lookup by name: The results are displayed in real time.
Lookup by number: A single result is shown with details.
Display and shortcuts
Once selected, TIN Numbers will be displayed like the following:
Validation
Once an TIN number is entered in the system, Eftsure inside D365 will validate the TIN number against EIN Search for number format and validation.
If the TIN number doesn't exist in the tax number table, it will be created automatically for the user.
If the TIN entered doesn't match the appropriate TIN format, field and record level validations will fail for interactive and non-interactive sessions.
Configuration
See API Keys - TIN to setup for search.
Configure TIN services in Eftsure parameters > GovCode > United States > TIN:
Press reset and set environment to Live.
Availability
Just like all other comfort pack tools, the TIN lookup is available everywhere an TIN / VATNumber field is available, notably in vendors, customers and legal entities.