Change the EIN or SSN Number for an Organization

To change EIN or SSN numbers on the Detail Organization window, first view the Tax ID History by selecting the Tax ID History button to open the Organization Tax ID History window.

If the Organization Tax ID has history:

• The Begin date can not be moved back in time.
• The Begin date can be moved forward in time, IF the EIN/SSN number is changed.

If the Organization Tax ID does not have history:

• The Begin date can be moved back in time.
• The Begin date can be moved forward in time, the EIN/SSN number does not have to change.

Resolution Process

1. On Detail Organization, enter the new EIN.   Once the EIN is entered, the Organization Resolution process automatically runs behind the scenes.
   1. If no other organizations use the EIN, the Detail Organization window remains in Update mode. Finish updating the organization.
   2. If at least one organization uses the same Tax ID, the Organization Resolution List window opens as soon as the duplicate ID is entered
2. The EIN entered is carried forward at the top of the List window, along with the existing EIN/SSN Type and Name.
3. Research organizations on the list.  Click on a row. The Doing Business As Name and Address display and the Open button enables.  You can open the selected organization to view more information.
4. Click on the close button to exit the window.  N-FOCUS advises the user to contact N-FOCUS Production Support if there is a valid reason to update an organization with the same Tax ID used by other organizations.
5. Click the OK button to close the message and return to the Detail Organization window.

(12-2011)