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How can I filter clients by a specific data field?

S_Shahvar
Level 2

I would like to know if there is a way to filter, display, or pull a report on clients based on a specific data entry field. For example, right now we are trying to figure out which of our clients have dependent care benefits that show up in box 10 of their W-2. How can we pull a report that shows all clients with a value entered in that specific field? Thanks in advance for any guidance!

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1 Solution

Accepted Solutions
George4Tacks
Level 15

That very specific type of entry is not available as part of the program. You can find it with the Lacerte Software Developer's Kit (SDK) https://proconnect.intuit.com/community/lacerte-sdk-group/gp-p/501 

Above my pay grade. 

This shows what can be done within the "regular" program https://proconnect.intuit.com/community/form-1040/help/creating-a-custom-client-filter/00/4032


Here's wishing you many Happy Returns

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2 Comments 2
George4Tacks
Level 15

That very specific type of entry is not available as part of the program. You can find it with the Lacerte Software Developer's Kit (SDK) https://proconnect.intuit.com/community/lacerte-sdk-group/gp-p/501 

Above my pay grade. 

This shows what can be done within the "regular" program https://proconnect.intuit.com/community/form-1040/help/creating-a-custom-client-filter/00/4032


Here's wishing you many Happy Returns
S_Shahvar
Level 2

I had a feeling that I might be asking more than what the software could provide. Thank you for confirming though!

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