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R
Ron44bball
Level 1
July 13, 2020
Question

How do I reun a report in lacerte to find the clients that had form 1045 done

  • July 13, 2020
  • 1 reply
  • 5 views

Trying to see how many 1045 forms that I did in a give year?

This topic has been closed for replies.

1 reply

kreinard
kreinardEmployee
Employee
July 13, 2020

press F3, then choose Other.

Under category choose: Forms and Schedules

Under name choose: 1045

Under Compare choose: is

Under Value choose: Yes

Click ok

It will highlight all clients with a 1045, and at the bottom right of the screen it will tell you how many clients have a 1045

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