Can Lacerte produce a report of clients that claimed the Child Tax Credit in 2020?

Forum|Forum|5 years ago
July 13, 2021
1 reply
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Looking for a list of clients who claimed the child tax credit in 2020? Can not find away to extract this information from Lacerte

Lacerte Tax

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K

Karl

Intuit Community Champion

It won't be simple, but I think this is a way you could back into the total amount.

If you select all your clients in the individual module, go to "Client" menu > "Export" > "Export to file..."

Setup a file location and name.

Under "Available": Scroll down to "Credits", select "Total credits" from the bottom and move it to the "Display" side. Grab any other credits you know your client demographic might take. You may also want to grab some other client identifying info from higher menus.

In the exported CSV file, subtract the other credits you grabbed from the total credits, and that *should* (might) give you a total dollar amount. It probably won't take into account the additional child tax credit from payments, but you could do the same thing in the "Payments" menu, subtracting withholdings and estimates, etc.

This is the only way I've found to capture the data. Good luck!

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