Select a placeholder SSN for a spouse
If a client who is married and filing jointly has a binder engagement and the spouse's SSN is missing from the proforma, then you can use the Verification wizard to select a temporary placeholder SSN for the spouse. The Spouse's SSN placeholder is
222-22-2222
.
note
The SSN placeholder won’t be exported to SPbinder.
On the
Engagement Information
window, the Filing Status
should be Married Filing Joint
.
Related Content
-
Step 2 - Verification
Format:
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