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IP PIN Reporting
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Beyond415
Level 1
10-24-2025
04:36 PM
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Is there a way to query or add a column to the Homebase that shows the IP PIN (or the fact that one is needed) so we can make sure we are looking for this info BEFORE the return is rejected?
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Kathi_at_Intuit
Moderator
10-27-2025
09:47 AM
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Hi @Beyond415 Welcome to the Community! Nice to see you here and thanks for posting your first questions. Here is a video about customizing your views in ProSeries. If this does not help, the next best step would be to reach out to ProSeries Support directly. They would be able to assist with this.
We look forward to seeing you in the community.
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dascpa
Level 12
10-29-2025
12:29 PM
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Not at the moment. What I do is in the Client Status Permanent Section (not Current Year) I note IPIN Required and then Taxpayer, Spouse or Both so when I open the file I can see that and any other permanent notes.
