Important definitions
Loan
All Individual Taxpayers associated with the Loan (signers, borrowers, guarantors, etc.) Each includes all Businesses associated with the Individual Taxpayers at no additional cost
Individual Taxpayer
An individual with a unique Tax Identification Number – either a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
Business
A business, trust, or estate with a unique Employer Identification Number (EIN).
A loan is active if at least one member of the loan has records available.
To find all the loans in your system, visit Settings >> System Reports
The Loan Consent Report details the Loans by taxpayer. Each taxpayer is listed on a separate line. It shows the date consent was granted, when records first came in from the IRS, and the last time those records were updated. It also shows if the taxpayer is duplicated across multiple loans.
The Taxpayer Case Report shows all the loans in your system by loan name, the date the loan was created, the date it was deleted, abbreviated taxpayer ID numbers, and any notes you have added. It does not show if the loan is active.