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- 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.
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.
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linda-pfister
Level 1
09-10-2021
10:55 AM
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1 Comment 1
dkh
Level 15
09-10-2021
11:36 AM
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Create a customized HomeBase view with Client Name column and SSN/EIN column - then print
