The EIN Number or the Social Security number is required when setting up your Tipalti account. Please make sure all of the information entered matches your tax information exactly, as this is required for validation. This will prevent validation errors and payment delays. 

Using your EIN number:

• Confirm that your Company Name matches your LLC Name (if applicable).
• When entering your tax details:
  

1. In the First box, enter your LLC name.
2. In the Second Box, enter your DBA (Doing Business As) name.
   
3. Complete the form with your EIN number.

Using a Social Security Number:

1. In the First Box, enter the Owner’s Legal Name (as it appears on your Social Security record).
   
2. In the Second Box, enter your Business Name.
3. Complete the form with your Social Security Number.
   

Note: If you continue to experience any issues, please reach out directly to Tipalti’s onboarding team at supplieronboarding@tipalti.com for assistance.