Level 1

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flagging clients who use IP PIN previous year

Related products:ProSeries

Forum|Forum|1 month ago
May 7, 2026
7 replies
17 views

please work on flagging clients who use IP PIN previous year, so we don't forget to add it in or ask client for it. Thank you

Individual

E

ElizabethLNC

Level 3

I'm another preparer that would like this option.

Thank you.

BobKamman

Level 15

Doesn't anyone keep client records in manila folders that you can write stuff on the front of anymore?

sjrcpa

Level 15

@BobKamman Not many I guess. But in my online files I have a workpaper for every client that s=is called Notes for Succeeding Years

The more I know the more I don’t know.

BobKamman

Level 15

@sjrcpa And that stays in your files even if you change software.

Just-Lisa-Now-

Intuit Community Champion

What I do is, in the IPPIN entry box, I right click and choose Add Note, and type IPPIN in the Note box, then each year that entry line will show up with a zero and a red error until you input a 6 digit number in the box.

FWIW, you can do the same thing with the social security entry box, so you dont forget it either.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

sjrcpa

Level 15

@BobKamman Correct. I'm not relying on tax software to keep notes for me.

The more I know the more I don’t know.

M

Mark2345

Level 2

This is a screen shot I thought might be an idea. Other idea has to do with marking the dependent IP PINs also for future tax return error message

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