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B-Notice Details

Contents


Overview

The B-Notice Details drawer gives you a detailed view of a single B-Notice record within the B-Notice page. It is intended to help you review the account information associated with the notice, understand the current B-Notice status and type, and confirm the record details before taking follow-up action.

A B-Notice, also called a backup withholding notice, is associated with an IRS CP2100 or CP2100A notice. These notices identify name and taxpayer identification number (TIN) information that did not match IRS records on a filed information return. For more information, please refer to the following guide: B-Notice Page


Locating the B-Notice Details Drawer

To open the B-Notice Details drawer, select the “View Details” eye icon on the right side of an individual row in the B-Notice table. Each row represents a B-Notice record for the selected tax year.



Once the row is selected, the drawer opens on the right and displays additional record-level details.



What You Can Review in the Drawer

The B-Notice Details drawer includes the following information for the selected record.

Field

Description

Account ID

The Account ID identifies the account associated with the B-Notice record. Account IDs in the B-Notice table can be selected to navigate to the account’s details page.

Account Name

The Account Name shows the name associated with the account and B-Notice record.

TIN

The TIN is masked by default. If your role has permission to view TINs, you can use the available toggle to reveal it.

Filer

The Filer identifies the filing entity associated with the B-Notice record.

B-Notice Type

The B-Notice Type identifies the record as a First or Second B-Notice.

Taxbit uses B-Notice history to determine whether a record is a First or Second B-Notice. The determination uses a three-tax-year lookback window based on the tax year of the incoming CP2100 file.

For example, a CP2100 associated with tax year 2024 uses tax years 2023, 2022, and 2021 as the lookback window.

  • First B-Notice: No prior B-Notice exists within the lookback window, or prior B-Notices were resolved before the new notice date.
  • Second B-Notice: A separate tax year within the lookback window has a B-Notice with a status of B-Notice Required.

Historical B-Notice imports can be used to establish prior history when records were managed through another provider.

Occurrence Count

The Occurrence Count shows the number of times the account appears in the CP2100 file. This can help you reconcile B-Notice counts against the original filing.

Tax Year

The Tax Year identifies the tax year associated with the B-Notice record. The B-Notice page includes a tax year selector so that you can review records for a specific year.

Notice Date

The Notice Date shows the date associated with the B-Notice record.

B-Notice Status

The B-Notice Status indicates where the account stands in the B-Notice workflow.

  • B-Notice Required: The account requires follow-up for a B-Notice.
  • No Further Action: No B-Notice follow-up is required because the current name and TIN match IRS records or the information has been updated since filing.
  • Unknown Account: Taxbit could not identify the account or the record is outside the organization’s supported scope. These fields are left blank for the record as a result.
  • Resolved: The B-Notice has been satisfied based on a manual resolution or another supported resolution workflow.

Action Limitations and Important Notes

Please note:

  • A Tax Manager has access to the B-Notice workflow, including file uploads, record review, TIN reveal when permitted, exports, and manual resolution.
  • A Support User has read-only access. Support Users can view B-Notice records and download available reports and exports, but cannot upload files, reveal TINs, or resolve notices.
  • Please reach out to your account team if you have questions about access, file processing, or the B-Notice workflow.