How do I make clients with a 1041 appear in HomeBase?

Forum|Forum|1 year ago
May 28, 2025
2 replies
9 views

In HomeBase, if I choose All Tax Returns, any client with a 1041 does not show up. If I choose 1041 in the dropdown menu, the 1041 clients are shown.

How can I make HomeBase include 1041s in the All Tax Returns view? I'm using ProSeries Professional, tax year 2024.

Thank you for any input!

ProSeries Professional

This topic has been closed for replies.

Best answer by PatP3005

Thank you for the suggestions. I was looking for it alphabetically. The name on the 1041 starts with the first name, I was looking for the last name, duh. It is there in All Tax Returns if I remember to look for the first name. Sorting by file type works too.

Just-Lisa-Now-

Intuit Community Champion

Maybe they end up all the way down at the bottom? Try clicking on the heading that says Type and see if the 1041s gather up into a group in the ALL Returns window.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Jim-from-Ohio

Intuit Community Champion

sort by form type..1041s will show up below your last 1040

PatP3005AuthorAnswer

Level 3

Thank you for the suggestions. I was looking for it alphabetically. The name on the 1041 starts with the first name, I was looking for the last name, duh. It is there in All Tax Returns if I remember to look for the first name. Sorting by file type works too.

BobKamman

Level 15

You can always change the "Save As" file name, or add another one later. I have the same problem, finding the trust under the first four letters of its name.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded