Search for clients with unemployment compensation

Tacksman · ‎03-26-2021

Now that the rule changed, is there an easy way to identify clients that had unemployment compensation without looking through each one?

abctax55 · ‎03-26-2021

Depends on what software you are using.

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pamdory · ‎03-27-2021

If you use Lacerte go to Settings>Options and click on the Display tab. Then expand the Income list in the Available box, highlight Unemployment Compensation and hit the > button to move it into the Display box. Then you can move it up or down to choose where you want to position the column.