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B
boyce
Level 1
December 6, 2019
Question

How do I print a list of all clients which have a schedule C in the return

  • December 6, 2019
  • 2 replies
  • 24 views
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2 replies

M
mojocpa
Level 6
December 6, 2019

In the Lacerte Search box type "Custom Filter " the select the How to create a custom Filter", I would have copied the article, but for some reason it does not allow me to. 

George4Tacks
George4Tacks
Level 15
December 6, 2019
If it is https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter then it doesn't copy well because of the images.
Answers are easy. Questions are hard!
H
hschweit
Level 3
April 1, 2020

I followed this solution and a client who definitely has a Sched C (I can open the return and see it) gets marked as "No." I therefore would NOT trust filters unless someone can explain that to me.

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