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How do I print a list of all clients which have a schedule C in the return

boyce
Level 1
 
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4 Comments 4
mojocpa
Level 7

In the Lacerte Search box type "Custom Filter " the select the How to create a custom Filter", I would have copied the article, but for some reason it does not allow me to. 

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George4Tacks
Level 15
If it is https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter then it doesn't copy well because of the images.

Here's wishing you many Happy Returns
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mojocpa
Level 7
That's the one, I figured the pro from Dover would be able to get it.
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hschweit
Level 3

I followed this solution and a client who definitely has a Sched C (I can open the return and see it) gets marked as "No." I therefore would NOT trust filters unless someone can explain that to me.

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