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How do you pull a report in ATX that includes the spouse's SSN?


Teresa K

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Hello. I've been pouring over the rollover manager, return manager, e-file manager, as well as the return and tax warehouse tabs and the reporting features. I need to pull a report that includes the spouses SSN's. There is only one SSN field in the customizable selections that I've been able to locate and it only pulls SSN's for the main client. Am I missing something simple or is this not a reportable feature/capability within ATX? Many thanks!

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