Add TIN reverification workflow for 1099-DIV #1591
Merged
Conversation
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
nyomanjyotisa
changed the title
nyomanjyotisa
commented
Feb 2, 2026
|
|
||
| def has_verified_tax_id? | ||
| tax_id.present? && (!requires_w9? || tax_id_status == UserComplianceInfo::TAX_ID_STATUS_VERIFIED) | ||
| tax_id.present? && (!requires_w9? || tax_id_status == UserComplianceInfo::TAX_ID_STATUS_VERIFIED) && !requires_tin_reverification |
Member
Author
There was a problem hiding this comment.
Set has_verified_tax_id to false if requires_tin_reverification is true to prevent flagged users to receive any payments
| self.tax_id_status = nil if tax_status_related_attributes.any? { send("#{_1}_changed?") } | ||
| if tax_status_related_attributes.any? { send("#{_1}_changed?") } | ||
| self.tax_id_status = nil | ||
| self.requires_tin_reverification = false if requires_tin_reverification? |
Member
Author
There was a problem hiding this comment.
Clear re-verification flag if user updates their tax information
|
|
||
| React.useEffect(() => { | ||
| if (user.requiresTinReverification && pathname !== "/settings/tax") { | ||
| router.replace("/settings/tax"); |
Member
Author
There was a problem hiding this comment.
Redirect users flagged for TIN re-verification to the tax settings page to forced them to re-enter their TIN and name
| if (user.requiresTinReverification && pathname !== "/settings/tax") { | ||
| return ( | ||
| <div className="flex h-screen items-center justify-center"> | ||
| <p className="text-muted-foreground">Redirecting...</p> |
Member
Author
There was a problem hiding this comment.
Block rendering while redirecting
ershad
approved these changes
Feb 9, 2026
Member
ershad
left a comment
ershad
left a comment
There was a problem hiding this comment.
@nyomanjyotisa _a added one comment, lgtm otherwise 👍🏼
Comment on lines
+29
to
+32
| if compliance_info.nil? | ||
| not_found_tins << tin | ||
| next | ||
| end |
Member
There was a problem hiding this comment.
Would be nice to log TINs that's in the report, but not in DB.
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
Issue https://github.com/antiwork/accounting/issues/77
Description
The IRS sent a CP 2100A notice indicating TIN/name mismatches for certain users on 1099-DIV. We need to:
Screenshots
Tax Setting Page
Email
One Time Script execution
Dry run
Live
AI disclosure
Claude Sonnet 4.5 used for code generation. All code self reviewed.