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Should I use my SSN or EIN when signing up for Clio Payments?

Objective:

  • Below are guidelines of what business information commonly matches with the IRS, sorted by business type. This guide will help you determine what information you need to enter into the Clio Payments sign up so that your account is successfully set up.

Environment:

  • Clio Payments sign up & activation
  • Clio Payments Account

Additional Information:

  • It is important that the information you enter for your legal name and tax ID number exactly match the information displayed on your official IRS-issued documentation, such as your SS-4 confirmation letter or your Letter 147C (the record of how your entity is filed with the IRS).

    The IRS may display business name, and/or owner name, and/or organization name, or other unexpected combinations of information in their records. It is a common naming convention for LLCs to include both the owner name and the business name.

  • These are general guidelines; each business case is unique and this list is not a guarantee of a Tax ID match.
  • If you are unsure what number to enter, consult a tax professional.

Answer:

  • Common identification guidelines by business type

    • Individual: Individual Name and Social Security Number (SSN)

    • Sole Proprietorship: Individual Name and SSN (or EIN, if your Sole Prop has one)

    • Single Member LLC that is disregarded for federal tax purposes:

      • If owned by an individual: the owner’s individual name and SSN or EIN. The LLC’s name or EIN should not be used.

      • If owned by a corporation or partnership: the owner’s name and EIN. The LLC’s name or EIN should not be used

    • LLC that is treated as Corporations or Partnerships for federal tax purposes: The LLC’s name and EIN

    • Corporation: Business Name and Entity’s EIN

    • Partnership: Business Name and Entity’s EIN

    • Tax Exempt Organization (e.g. Non Profits): Organization Name and Entity’s EIN as found on the IRS Tax Exempt Organization Search tool.

    • Other Entities: Enter your name and EIN as shown on required U.S. federal tax documents. This name and EIN should match the name and EIN shown on the charter or other legal document creating the entity.

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