IRS idenity theft PIN

[sute]

Would like to run a Custom Database Report to see which clients have an IRS PIN from prior year. But IRS PIN is not a custom field under Custom Reports -- all other fields are present. Can can I get IRS PIN as a custom field?  Or is there another way to get this info?

[George4Tacks]

Screen 1 Miscellaneous Info has an otherwise unused Custom Filter.  You could use this for that purpose. e.g. Enter IPIN in that input, then create a custom Filter in the left column by doing what I have in the image.

You might be able to use this same approach to create a report.  What I am showing just gives you those clients filtered on your client screen.

[JEJ]

I'm looking for the same thing.  Doesn't using the Custom Filter option mean that you have to have something input in the Custom Filter box (on Screen 1 just about Firm Number) in each specific client?  Or is there another way to create a custom filter?

[George4Tacks]

I don't see the desired  field in the options to pick for filters/reports. Yes, you would need to add this for each client. Go to the Idea Exchange and ask for that field to be added.