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taxhelp
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December 16, 2019
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Is it possible to get a report showing the numbers of each tax form I filed for all my clients?

  • December 16, 2019
  • 2 replies
  • 21 views
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    Best answer by abctax55

    Maybe...depends on the software you are using.

    2 replies

    abctax55
    abctax55Answer
    Level 15
    December 16, 2019

    Maybe...depends on the software you are using.

    HumanKind... Be Both
    George4Tacks
    George4Tacks
    Level 15
    December 16, 2019
    @itonewbie does this exist for PTO?
    Practice Summary report for Lacerte.
    Answers are easy. Questions are hard!
    itonewbie
    itonewbie
    Level 15
    December 16, 2019

    If it's PTO, there's no summary or report for all clients.  Nevertheless, you can get a list of the forms and schedules filed with a particular return by clicking through Check Return > Forms > All > US > General Info.

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