Complete the Detail Organization window

Name

The Name field is mandatory. Enter the name that the IRS has on file for that organization. It is very important to enter the name of the Organization using the Naming Standards.

These standards are used to:

locate and utilize the correct existing Organization.
prevent duplicating organizations.
avoid IRS monetary sanctions.

Withhold FICA

Withhold FICA checkbox is completed when creating a Service Approval.

EIN or SSN

Enter the EIN number or Social Security number into the EIN/SSN field.

The number entered must be the number belonging to the person or agency entered as the Organization Name.
EIN/SSN is required only if the organization is responsible for a Service Approval, i.e. payments are made to the organization.
If a number is entered, be sure to designate whether the number is a EIN or an SSN.
Do NOT invent EIN or SSN numbers for an organization.
Use a completed Form W-4 or W-9 as the source of EIN or SSN information

Enter the 'As Of' Date.

Enter the begin date for the EIN/SSN number.
Check the Tax ID History by selecting the Tax ID History button.