Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Filtering client list for specific data

Level 1

I am looking to filter my client list for specific data, namely the amount of child/dependent credit (not the dependent care credit).  Can this be done?  We have looked everywhere we know to look and cannot locate that data field as an available filter.

Labels (1)
0 Cheers
2 Replies 2
Level 4

You can run a report. In Individual, Print, Database Reports, Custom, Credits, Child/Dep Care?

Same for client list dispaly in Individual, right click column header and Adjust/Display Columns, under Credits, Child/Dep Care