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Level 5
August 10, 2023
Solved

Can't find tax return in clients

  • August 10, 2023
  • 2 replies
  • 31 views

My transmission log confirms I successfully sent the return and it was accepted.  The return shows up in my 2022 backup folder.  However, the return is not on my home base list of clients or EF clients.  When I click on the name in my backup folder, the program takes me to my clients, but the return does not show up on home base.

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Best answer by Skylane

Sometimes the last name accidentally gets deleted or changed when saving … try searching/sorting by ssn 

2 replies

ljr
Level 9
August 10, 2023

have you tried refreshing homebase or homebase maintenance yet? 

Shirley79Author
Level 5
August 10, 2023

Homebase maintenance doesn't show any errors to fix.  Is that what you mean?

Skylane
SkylaneIntuit Community ChampionAnswer
Intuit Community Champion
August 10, 2023

Sometimes the last name accidentally gets deleted or changed when saving … try searching/sorting by ssn 

If at first you don’t succeed…..find a workaround
Shirley79Author
Level 5
August 10, 2023

Got it - thank you to both accountants responding.  I appreciate very much.