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Unemployment - Federal nontaxable and Find/Filter tool

Will there be a $10,000 federal exclusion from income for UI and Pandemic Unemp?  This situation is in flux.

I would like to find my clients with UI.  

How do I find such clients?  Is it the filter tool?

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Accepted Solutions
pamdory
Level 7

I did that Saturday.  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.

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5 Replies 5
BobKamman
Level 13

You can look at Schedule 1, Line 7 of all your returns. 

If you don't have time for that, convert them all to pdf and email them to a Nigerian prince who will help for free.  Or there's that guy in Ukraine.  

George4Tacks
Level 15

Highlight all processed returns > Print > Database Reports > Custom > Click the green + to add > Select a title like "Unemployment" > Click the  + by Client information add what you like - Client Number, name, etc > Click the + by Income > Scroll down and select Unemployment Compensation. 

Click Preview to see how you like this report and save when you exit. 

HOPEFULLY - Lacerte will give us a pre filter when the law passes. 


ex-AllStar
pamdory
Level 7

I did that Saturday.  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.

View solution in original post

Very helpful. Thank you.

IRonMaN
Level 15

"I would like to find my clients with UI"

You don't need to -------------- they will find you --------------- I guarantee you, they will find you 😰

Barber! Why didn't I think of this before? Getting paid to give out bad tax advice - need I say more? I've run with scissors for years so it is a natural fit.