Ephesians3-14
Level 8

Too bad that you can't run a query from the Home Base to show all clients who received a child tax credit in 2020...WHICH WILL ALSO ALLOW YOU TO GET THE EMAIL ADDRESS FOR THOSE CLIENTS. I'd like to export the client's email address for those who received that credit in 2020 so that I can alert them to the IRS letter that I need to prepare their 2021 tax return. I can get the list of those who received the credit (part 1 of my problem)...but unless I open up each client file, I can't just export the list which will include the client email to make things simple...or can I?

Any help would be appreciated!

 

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