Invoice showing only DBA name

September 23, 2022
September 23, 2022

Share

Q. We received a W-9 showing a vendor's legal name and a DBA name. When we verify through the IRS, only the legal name works with the TIN. The problem is that the invoice ONLY shows the DBA name. How should we proceed? I feel the invoice needs to state the legal name since that is the name that works with the IRS. If we set up under the legal name and the invoice does not indicate the legal name anywhere on the invoice, how would we know they were related?  A. (Addressed by Debra Richardson, a…

  Free with Starter Membership!

Join IOFM today as a Free Starter Member to get access to hundreds of Articles, Webinars, Expert Answers, Resource Downloads, and more!

Join Today


Naturally, this forum doesn’t allow the kind of full information exchange necessary for the Institute of Finance & Management (IOFM) to provide legal advice and the Expert is not a tax attorney in any event. Please understand that the nature of our responses are limited by these constraints as well as the site’s Terms of Use. If you have further questions or suggestions about how we can improve IOFM, please let us know. 
Ask The Expert is a member resource of IOFM and all advice provided is subject to site’s Terms of Use.

Subscribe to our Monthly Insider

You may unsubscribe from our mailing list at any time. Diversified Communications | 121 Free Street, Portland, ME 04101 | +1 207-842-5500