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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Selecting a placeholder SSN for spouse
When handling binders belonging to clients with their
Filing Status
marked as Married Filing Joint
in their Engagement Information
, it's important to verify that their spouse's records (specifically SSN) are present and accurately reported. If a spouse's SSN records are missing from the proforma data available, then the Verification Wizard will allow you to select a temporary placeholder SSN for the affected spouse user.When you encounter such a situation, the Verification Wizard will allow you to select a temporary placeholder SSN for the spouse user. Select the
Recipient's Identification
drop-down menu on the form to select 222-22-2222
as the spouse's SSN placeholder.
note
The SSN placeholder will not be exported to SPbinder.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: 1040Scan
Related Content
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Step 2 - Verification
Format:
Article,
5 min read