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Level 2
January 22, 2025
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Theft Protection PIN in client display columns

Related products:Lacerte
  • January 22, 2025
  • 0 replies
  • 3 views

It would be VERY helpful if there was a display column in the Client screen for clients that had an IRS Theft Protection PIN.  I was trying to determine what clients had a PIN as our firm wanted to communicate with the clients to save the IRS letter they would receive in the mail.  However, alas, it is not an option.  Can it be added to the Individual program?