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ashburnconsulting
Level 4
November 17, 2020
Solved

Profile T1: Multiple locations

  • November 17, 2020
  • 1 reply
  • 6 views

Hello,

 

We have multiple locations (with each location having a unique location code). Does Profile offer custom-fields in a client tax return (where we can enter this location code)? This would help us to identify returns for each location. Also, is there a way to run a filter on this custom-field? Else we can export and run a filter in Excel.

 

If you have any other suggestion/solution, please let us know.

 

Thanks

This topic has been closed for replies.
Best answer by Pro4

Hi, thank you for using Intuit ProFile Community

The Info tab has an office use section that can be used. Queries and/or reports can be prepared with the field code for the office field.

Hope this helps

1 reply

P
Pro4Answer
Level 8
November 17, 2020

Hi, thank you for using Intuit ProFile Community

The Info tab has an office use section that can be used. Queries and/or reports can be prepared with the field code for the office field.

Hope this helps

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