Question
is there a way to get a report that includes the date of birth for the tax payer, spouse and dependents?
The tax data report has a wealth of information but does not include the dates of birth for the individuals in the return. In our customer data base we have many people with the same name or similar. The date of birth is one way we differentiate between them. However, in the reports, that is not included which is causing a problem for us. Maybe there is a way to add that or request it be added?
thanks
