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Level 1
September 10, 2021
Question

Is it possible to run a report to get each client's name and the last 4 of their Tax ID? This is for sending to the IRS for disaster relief for Louisiana residents.

  • September 10, 2021
  • 1 reply
  • 7 views
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1 reply

dkh
Level 15
September 10, 2021

Create a customized HomeBase view with Client Name column and SSN/EIN column - then print