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I would like to know if there is a way to filter, display, or pull a report on clients based on a specific data entry field. For example, right now we are trying to figure out which of our clients have dependent care benefits that show up in box 10 of their W-2. How can we pull a report that shows all clients with a value entered in that specific field? Thanks in advance for any guidance!
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That very specific type of entry is not available as part of the program. You can find it with the Lacerte Software Developer's Kit (SDK) https://proconnect.intuit.com/community/lacerte-sdk-group/gp-p/501
Above my pay grade.
This shows what can be done within the "regular" program https://proconnect.intuit.com/community/form-1040/help/creating-a-custom-client-filter/00/4032
Here's wishing you many Happy Returns
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I had a feeling that I might be asking more than what the software could provide. Thank you for confirming though!
