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How do I create a custom report that for example lists all clients that have a return in CA?

cgodfrey

Level 2

Forum|Forum|4 years ago

February 25, 2022

Question

How do I create a custom report that for example lists all clients that have a return in CA?

Forum|Forum|4 years ago
February 25, 2022
1 reply
6 views

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Lacerte Tax

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1 reply

George4Tacks

Level 15

Forum|Forum|4 years ago

February 25, 2022

Not everything is available that you might want and it can sometimes be buggy, but here is how to:

https://proconnect.intuit.com/community/customize-reports/help/creating-custom-database-reports/00/5512

Answers are easy. Questions are hard!

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