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Need to be able to identify ALL clients with an ID PIN

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Need to be able to identify ALL clients with an ID PIN

charles

Starting in January, the IRS is going national with an Opt In  ID PIN.

Anyone will be able to get one.  It will become CRITICAL that we can generate a list (using client analyzer) of all clients that filed last year using an ID PIN.

Thank you,

 

Charles Markham, EA

 

Status: New
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3 Comments
TaxGuyBill
Level 15

Out of curiosity, why is it critical to generate a list of clients that filed last year with the PIN?

charles
Level 2

So, you can track who is using and not using.  This avoids e-file rejections.

In addition, if a taxpayer used an IP PIN last year, the software should have a "flag" that shows an error if there is no IP PIN this year.  There could be a check box that overrides this condition.

 

 

 

 

taxea96786
Level 7

Maybe it will be included as an option in the homebase columns list.

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