IP PIN Query

Forum|Forum|1 year ago
October 28, 2024
2 replies
12 views

Can ProSeries add a query for clients with IP PINs? This would be very helpful so we can be pro-active in encouraging clients to look out for their IP PIN in the mail from the IRS and to get it to us.

It would also be helpful on the organizer and Client Checklist.

Individual

This topic has been closed for replies.

George4Tacks

Level 15

Add it to the client checklist?

See Chapter 10 in https://http-download.intuit.com/http.intuit/CMO/accountants/tax/2014/proseries/resources/user-guide/Guide-Pro/wwhelp/wwhimpl/js/html/wwhelp.htm

The following illustration of the beginning of a client checklist in the Preview/Customize Client Checklist dialog box shows the salutation, introductory paragraph, and the start of the checklist of tax documents.

Answers are easy. Questions are hard!

M

MaureenTXAuthor

Level 2

I see and know I can edit the letter. It would be nice to be able to run a query of the specific clients we know had IP PIN numbers the previous year and remind them to keep an eye out for it and send it. Even better would be if the request populated to the client checklist and the portal for those who had and IP PIN the previous year. For whatever reason, this letter from the IRS does not always get submitted with the client tax data.

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