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M
mattgutz
Level 4
December 14, 2021
Question

Is there a way to determine which of my clients file a particular form?

  • December 14, 2021
  • 1 reply
  • 5 views
In Proconnect, I would like to know which of my clients filed Schedule C in 2020.  I have a general idea, but instead of opening each client individually, I would like to just have a list.  I know this was an option for Lacerte users.
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1 reply

George4Tacks
George4Tacks
Level 15
December 14, 2021

Add this to the wish list for improvements to the program.  https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

More votes for it may help PCT to add  the "filter" feature that Lacerte has.

NOTE: Lacerte's feature has become a bit buggy. 

Answers are easy. Questions are hard!
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