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How do I reun a report in lacerte to find the clients that had form 1045 done

Ron44bball
Level 1

Trying to see how many 1045 forms that I did in a give year?

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1 Comment 1
kreinard
Employee
Employee

press F3, then choose Other.

Under category choose: Forms and Schedules

Under name choose: 1045

Under Compare choose: is

Under Value choose: Yes

Click ok

It will highlight all clients with a 1045, and at the bottom right of the screen it will tell you how many clients have a 1045