How to Verify Your Employer Identification Number (EIN) for Kajabi Payments

Kayla M.

Updated
Note:
Kajabi Payments is currently only available to Kajabi Heroes whose businesses are registered in the United States, Canada, Australia, and the United Kingdom.

Learn to upload your tax documentation and match your business information if you receive a notification indicating that your EIN has not been verified.


In this article:


Upload tax documentation

If you have received an email or notification indicating that your Employer Identification Number (EIN) has not been able to be verified, you will need to upload your tax documentation.

To upload your tax documentation:

  • Open Settings in the bottom left corner of your Kajabi Dashboard.
  • Click Payment Integration.
  • Open the More actions menu by clicking the three dots above Kajabi Payments.
  • Click Finish setup:

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  • Then, upload your tax documentation as indicated on the onboarding page:

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Match your legal business name and Employer Identification Number (EIN) to your documentation

Ensure your Legal Business Name and EIN match your documentation exactly.

It is important to note any capitalization, punctuation, and second lines as the name needs to match IRS records precisely. 

See below for more detail.

 

Using IRS documentation as reference when entering business name and tax ID number (TIN) for US-based businesses

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-r confirmation letter or your Letter 147C (there 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.

For Kajabi Payment's partners to verify this information with the IRS, the full name must be entered exactly as displayed on these forms, including upper/lower case, symbols, and punctuation placement. When in doubt, enter all information listed above the business address. If there are several lines above the address, enter all details on one line separated by single spaces.

If your legal name and tax ID on file match the information on your SS-4 confirmation letter and Kajabi Payment's partners are unable to verify it with IRS records, it is best to call the IRS and request a Letter 147C (the record of how your entity is filed with the IRS). If Kajabi Payment's partners are still unable to verify the information on your recently obtained Letter 147C, upload a copy of your Letter 147C to the Dashboard.


SS-4 confirmation letter examples

Example 1:

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If your entity name resembles the document above on your SS-4 confirmation letter, you may need to enter the following as your legal entity name:

ACME LLC THERESA LOPEZ-FITZGERALD SOLE MBR

Example 2:

draft-on-ein-guidance-google-docs-2.png

If your entity name resembles the document above like this on your SS-4 confirmation letter, you may only need to enter the following as your legal entity name:

ACME INC

Letter 147C examples

Example 1:

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If your entity name resembles the document above on your Letter 147C, you may only need to enter the following as your legal entity name:

ACME INC

Example 2:

draft-on-ein-guidance-google-docs-4.png

If your entity name resembles the document above on your Letter 147C, you may need to enter the following as your legal entity name:

ACME LLC THERESA LOPEZ-FITZGERALD MBR % PILAR LOPEZ

Additional information

  • You can request a Letter 147C by calling the IRS Business & Specialty Tax Line toll-free at 1-800-829-4933.
  • If your information on the account matches your IRS-issued documentation, and we are still unable to match it with IRS RECORDS, please contact support.
  • If you have recently established your EIN it may take a few weeks before it becomes present in the IRS records.

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