lbones
Level 5

I can envision many clients being caught unaware during the next filing season regarding the Advanced Child Tax Credit.  By receiving the credit during the 2021 calendar year, their anticipated refunds may be smaller than normal even with the increase from 2k to 3k or worse yet, if the client uses that credit to offset taxes due they may find themselves with an unanticipated balance due.  I would like to contact my clients and discuss with them their options and it would be helpful if I could run a query to zero in on those qualified without having to go through the client files individually.  Anything on the horizon?