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taxgirl0216
Level 3
October 27, 2024
Question

Filtering HomeBase to see Schedule C Clients?

  • October 27, 2024
  • 2 replies
  • 9 views

I was wondering if there was a way to filter my HomeBase so I can see just my clients who have Schedule C?

Thank you in advance!

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2 replies

T
Terry53029Intuit Community Champion
Intuit Community Champion
October 27, 2024

Yes go to client analyzer queries. Choose queries clients with 1040 schedule C. to customize home base view, type in home base view in ask proseries, and follow instructions 

    Jim-from-Ohio
    Jim-from-OhioIntuit Community Champion
    Intuit Community Champion
    October 27, 2024

    From Homebase > Tools > Client Analyzer > Individual > Has Schedule C > Go

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