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Beyond415
Level 1
October 24, 2025
Question

IP PIN Reporting

  • October 24, 2025
  • 2 replies
  • 8 views

Is there a way to query or add a column to the Homebase that shows the IP PIN (or the fact that one is needed) so we can make sure we are looking for this info BEFORE the return is rejected?

2 replies

Kathi_at_Intuit
Kathi_at_IntuitModerator
Moderator
October 27, 2025

Hi @Beyond415 Welcome to the Community! Nice to see you here and thanks for posting your first questions. Here is a video about customizing your views in ProSeries. If this does not help, the next best step would be to reach out to ProSeries Support directly. They would be able to assist with this. 

 

We look forward to seeing you in the community. 

 

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.**
dascpa
dascpa
Level 11
October 29, 2025

Not at the moment. What I do is in the Client Status Permanent Section (not Current Year) I note IPIN Required and then Taxpayer, Spouse or Both so when I open the file I can see that and any other permanent notes.

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