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Clients Driver license info did not transfer from 17-18. Do not see why this is a issue? Identity information sheet? Agents say not going to change. Great!

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Level 3
 
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Employee
Employee

There are certain states that require you to enter the information year over year.  The following content lists out the state requirements.

If for some reason your driver's license information is not coming over for a state that does not require the information to be verified and entered each year, please let me know which state is not functioning as expected.

Proforma Data Requirements from State Agencies: https://accountants-community.intuit.com/articles/1633232&src=lsccom

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Employee
Employee

There are certain states that require you to enter the information year over year.  The following content lists out the state requirements.

If for some reason your driver's license information is not coming over for a state that does not require the information to be verified and entered each year, please let me know which state is not functioning as expected.

Proforma Data Requirements from State Agencies: https://accountants-community.intuit.com/articles/1633232&src=lsccom

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Employee
Employee
Please note, I recognize you're working on ProSeries. The state agency requirements are not product specific.  Please disregard any program specific information.
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:+1: I was just getting ready to say the same, you just said it better!:+1:
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Employee
Employee
I was able to find some ProSeries content as well: https://accountants-community.intuit.com/articles/1781800&src=pscom
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Level 15
Level 15

Guess they want to make sure its the same person coming in to file the return each year, not a roommate/family member or friend that stole the clients mail and has their W2 and showed up at your office trying to file a bogus return....wouldn't be an issue in a small office like mine, I recognize my clients by their voice on the phone I've been seeing them so long.  But a larger office with multiple preparers seeing thousands of clients each season, it can be an issue I'm sure.

I have to show ID at my doctors office (HMO) for a visit or lab work EVERYTIME, just so they make sure I'm me and not someone else trying to use my medical card.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 15
When I go in for medical stuff I just show them rabies tag and they let me in.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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