IRS idenity theft PIN

Forum|Forum|1 year ago
January 14, 2025
3 replies
34 views

Would like to run a Custom Database Report to see which clients have an IRS PIN from prior year. But IRS PIN is not a custom field under Custom Reports -- all other fields are present. Can can I get IRS PIN as a custom field? Or is there another way to get this info?

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George4Tacks

Level 15

Screen 1 Miscellaneous Info has an otherwise unused Custom Filter. You could use this for that purpose. e.g. Enter IPIN in that input, then create a custom Filter in the left column by doing what I have in the image.

You might be able to use this same approach to create a report. What I am showing just gives you those clients filtered on your client screen.

Answers are easy. Questions are hard!

J

JEJ

Level 2

I'm looking for the same thing. Doesn't using the Custom Filter option mean that you have to have something input in the Custom Filter box (on Screen 1 just about Firm Number) in each specific client? Or is there another way to create a custom filter?

George4Tacks

Level 15

I don't see the desired field in the options to pick for filters/reports. Yes, you would need to add this for each client. Go to the Idea Exchange and ask for that field to be added.

Answers are easy. Questions are hard!

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