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Glossary

Payee Name Mismatch

Definition

A discrepancy between the legal name on a W-9 and the name on file with the IRS or in your vendor master.

Why it matters operationally

Name mismatches are a leading cause of B-notices and 1099 corrections. Catching them before payment protects filing accuracy.

Handle payee name mismatch in a workflow

Collect W-9s without email chains.