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How do you generate a list of clients who had 1040-ES in 2019?

emetelka

Level 1

Forum|Forum|5 years ago

April 1, 2021

Question

How do you generate a list of clients who had 1040-ES in 2019?

Forum|Forum|5 years ago
April 1, 2021
1 reply
6 views

No text available

Lacerte Tax

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1 reply

TylorValdez1

Level 6

Forum|Forum|5 years ago

April 1, 2021

Go to Filter>Modify Filter>enter a filter name.

A new window will come up called custom filters.

Click Groups>enter a name.

A new window will come up call filter groups.

On the right choose to add for filter conditions.

Category choose forms and schedules

Field choose Form 1040-ES

Compare is

Value Yes

You will then have a new filter on the left side of the client list to use to show only clients with 1040-ES.

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