US TIN Matching Prep +
Build the IRS bulk TIN-matching input file from vendor data, import CP2100/CP2100A mismatches, generate first/second B-Notice letters, track the 15-business-day window and backup withholding (24%)
Build the IRS bulk TIN-matching input file from vendor data, import CP2100/CP2100A mismatches, generate first/second B-Notice letters, track the 15-business-day window and backup withholding (24%)
Key Features
Bulk TIN-matching file builder - collect vendors with
Bulk TIN-matching file builder - collect vendors with a name + TIN and export the exact IRS Bulk TIN Matching input file (Pub. 2108A layout: TIN Type;TIN;Name;Account, TIN type 1=EIN, 2=SSN, 3=unknown), ready to upload under the customer's
CP2100 / CP2100A import - paste or upload
CP2100 / CP2100A import - paste or upload the IRS mismatch listing; the parser matches each row back to a payee line and flags missing vs incorrect TIN error codes.
Per-payee mismatch records - every flagged payee becomes
Per-payee mismatch records - every flagged payee becomes a tracked line with the captured name, masked TIN and the IRS error reason.
B-Notice generation - produce IRS-style First B-Notice and
B-Notice generation - produce IRS-style First B-Notice and Second B-Notice letter text (with the correct W-9 / SSN-card / 147C instructions) as a stored letter and a downloadable attachment.
15-business-day deadline engine - computes the response due
15-business-day deadline engine - computes the response due date by counting 15 business days (weekends and US federal holidays excluded) from the date the B-Notice is sent, with daily reminder and escalation crons.
Backup withholding (24%) - a status toggle plus
Backup withholding (24%) - a status toggle plus a backup-withholding ledger that records reportable payments and computes the 24% to withhold and deposit.
W-9 refresh requests - one click to request
W-9 refresh requests - one click to request a corrected W-9 (or an SSN card / IRS Letter 147C for a second notice) and log it on the payee.
Dashboard - list, pivot and graph views over
Dashboard - list, pivot and graph views over notices by status, type and deadline so nothing slips past the window.
Screenshots
B Notices
Import Cp2100 Cp2100A
B Notice Dashboard
Backup Withholding Ledger
Import Cp2100 Cp2100A
Tin Matching Batches
Payee Lines
Why Choose This Module
Why this module Payers who file information returns (1099-NEC, 1099-MISC, 1099-K, etc.) must run payee name/TIN combinations against IRS records and, when the IRS issues a CP2100 or CP2100A notice of a name/TIN mismatch, send the payee a B-Notice and start backup withholding if no corrected W-9 comes back in time. Nothing native in Odoo tracks any of this; it lives in inboxes and gets missed, which leads to penalties under IRC Sec. 6721/6722 and unremitted backup withholding under Sec. 3406.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account, mail
- Support: support@pokutsoft.com
Update date: 2026-07-02