Client and return setupTaxpayer and spouse
Opening return topic…Loading current persisted data and permissions.
TAXPAYER & SPOUSE · EDITABLE PROFILE
Persisted version 5 · required for calculation
Taxpayer identifiers are not exposed on this screen. Use approved protected-data workflows; never place plaintext SSNs in JSON metadata or notes.
Persisted version 1
Taxpayer identifiers are not exposed on this screen. Use approved protected-data workflows; never place plaintext SSNs in JSON metadata or notes.