Question
Export taxpayer and spouse names and un-redacted SSNs
I'm trying to export a CSV with first name, last name, and SSN for both TP and spouse. I set up a custom HomeBase view, but I can only export redacted SSNs. If I use export CONTACTS, I can get SSNs, but only for the primary TP. How can I export a custom view with both taxpayer and spouse separate names and full, un-redacted SSNs?
