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Level 3
April 28, 2026
New

IP PIN query

Related products:ProSeries
  • April 28, 2026
  • 1 reply
  • 31 views

I would like to see a new query set up so we could search our home base for clients that had an IP PIN entered either that year or the prior year.  This would assist us when assembling the current year return by asking them for it again as most clients don't realize once they get an IP PIN, they are signing up to receive on each year. 

1 reply

Level 3
October 2, 2026

This has been requested multiple times before.  I agree, great need for this.  Intuit would rather focus on charging for organizers and e signatures than give us features that are sensible and really help