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We all know (believe) IRS ignores this item since you can put in wrong information and it never gets flagged. My question is - is there a way (I don't think so) to get a list of whose licenses have expired, or a listing of taxpayer and spouse info so I can pick out the expired ones? This is always a hassle with clients. It's not in HomeBase Column Headings and I couldn't find anything in Query on this.
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I quit using the drivers license info after the first year or so that ProSeries added it. I assume you are using it to help with the state side of things. But with that said, since it is worthless information for most folks, I don't believe Intuit has provided any easy way to bulk review your clients like you were hoping for.
Slava Ukraini!
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This is insightful. So, you mark the box not provided?
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I agree with Jeff - if the State doesn't require it, why are you entering it? Just check delete the information and check the box.
If your state does require it, I'm not aware of a way to have the program pick out expired dates. If your clients come back year after year, you could create your own spreadsheet that has them sorted by expiration years.
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"This is insightful. So, you mark the box not provided?
Yes
"If your state does require it"
Since I don't do Maryland, I don't know if they require it, but it sounds like they encourage it.
Slava Ukraini!
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I take them down, its kind of fun to see peoples expression when I say "Your license expired last year, you got it renewed, right?" and they scramble to make sure they did!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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VA doesn't require it so I ignored it when they starting putting the fields on the form. Then clients with >$1K refunds were getting identity verification letters from Richmond so I started using it. <shrug> It prints (partially masked) on the Drake Tax Organizers, once in a while the clients update it there but usually I have to ask. I leave it marked as estimated until I'm done with the return and ask then. Even if it's not expired yet, if the exp date is within a couple months of completing the return I'll ask in case they renewed early.