Tax ID Search
Contents
Click on "Main" on the Sidebar Menu. Then click on the little arrow next to Lookup Name. Choose By Tax ID
If you have the rights to view Tax ID's, you can look up a contact by Tax ID.
Fill In The Tax ID or Social Security Number
The Tax ID can either be formatted with dashes or unformated. Advisors Assistant will move directly to the contact for the name being entered.
See Also
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You must have access rights to Tax ID information for this to work. This is given in the security section by the Advisors Assistant administrator. |
