George4Tacks
Level 15
06-27-2024
04:20 PM
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Have you edited the SSN in DMS?
Highlight the client > File > Client/Folder Information > Confirm correct client number and Tax ID for one you used all 9s for. You should probably make a habit of doing this as soon as you enter the correct ID in the program to "pay" for the client.
Answers are easy. Questions are hard!