richiethetaxpro
Level 1
10-22-2019
03:10 PM
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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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