michelle1
Level 1
12-06-2019
05:54 PM
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How to create a Report capturing all Clients with Schd A(s)?
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abctax55
Level 15
12-06-2019
05:54 PM
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You could try using a filter, but the filtering seems a bit iffy if returns are locked.
* I * would go to set up > display > Itemized so that there's a column showing who had Sch A. You could then highlight those clients & print a client list.
I see George is answering; he'll probably have a better solution
"*******Tax software is no substitute for a professional tax preparer*******
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George4Tacks
Level 15
12-06-2019
05:54 PM
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Same thing, but more words and a picture.
https://accountants-community.intuit.com/articles/1607207-creating-custom-database-reports
Use Forms and Schedules - Select Schedule A - Add - Move to top of sort - Okay
You will then see a check mark in the left column for all those with Sch A.
Here's wishing you many Happy Returns
abctax55
Level 15
12-06-2019
05:54 PM
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Well...YOU must get paid by the word :smirk:
"*******Tax software is no substitute for a professional tax preparer*******
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