richiethetaxpro
Level 1

Hi All!

Is it possible to use the SDK to read and export information like:

  • W2 | Employer Name
  • 1099-INT | Name of Payer
  • 1099-R | Name of Payer
  • K1 | Name of Entity

I would like to use this information to compile a custom document request form from clients every year based on the documents they had in the previous year.

Is this possible?

Rich 🙂

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