sheri414
Level 3

I want to see which 1041s had a state balance due. Is there a way to search or sort for this?

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Just-Lisa-Now-
Level 15
Level 15

You can customize the Homebase columns to include the data you'd like to see.   Youd have to look through the column choices for a 1041 return and see if State Bal Due is one of them.

https://proconnect.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebase...


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Just-Lisa-Now-
Level 15
Level 15
I just took a quick look in there, Im not seeing this as a column option, sorry.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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