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sherrithegrape
Level 2
April 18, 2025
Question

Homebase Query

  • April 18, 2025
  • 2 replies
  • 16 views

How can I show in homebase view clients that has a PA Form 1000 active with a rebate?

 

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2 replies

dascpa
dascpa
Level 11
April 18, 2025

When you go into HomeBase and adjust the view for which columns appear you can scroll the list to see what you can add. HomeBase is not state oriented and the type of columns you can add is limited.  When I have a specific item I wish to track, I will use an Excel worksheet to handle this as I'm preparing each return.

GodFather
GodFatherIntuit Community Champion
Intuit Community Champion
April 18, 2025

Try Homebase View > Tools > Client Analyzer and then choose the dropdown for individual states.  That should provide a selection of different query options. 

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