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R
Randeea
Level 2
February 6, 2024
Question

How do I find all 1120S clients marked Final

  • February 6, 2024
  • 2 replies
  • 9 views
I want to delete all returns transferred to next year that were final .  How do I determine which were final besides opening each one.
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2 replies

T
Terry53029Intuit Community Champion
Intuit Community Champion
February 6, 2024

Pro Series does have a few client analyzer queries, but That is not one of them. You will probably have to open each one. In the Home base view drop down box, select "Client Analyzer Queries" to see what choices you have.

    dkh
    dkh
    Level 15
    February 6, 2024

    To make this easier for next year - you could use the Client Status Worksheet - Specify Other Status line to indicate FINAL YEAR.   Then sort the HomeBase view by Client Status to see what clients you don't need transferred.

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