- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I need to create an excel file with all the TINs/EINs of taxpayers, spouses, and dependents to send (encrypted) to the IRS. This is legit---due to a potential data breach we had to contact the IRS and went through appropriate channels. I can not find a simple way to do this. Aside from opening every file we have, does anyone know of a faster way?
Thank you!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You could customize the headings in Homebase to include only Taxpayer/Spouse names and SSNs, then print Homebase, but I dont think theres any options for dependents.
You may want to reach out to support and see if theyve got a way to make this happen.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank you, Lisa
I was able to export Taxpayer and SSN into excel. I am trying customize to get the spouse as well. If I only have to manually enter dependents, it will be a blessing anyway. I also have to do all the business returns, etc. Sometimes I think I try so hard to find the simple way that I could have had it finished by just sucking it up! However, minimizing my data entry will minimize errors, so it is worth it to try.