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- Is there a way to determine which of my clients file a particular form?
Is there a way to determine which of my clients file a particular form?
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mattgutz
Level 3
12-14-2021
07:46 AM
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In Proconnect, I would like to know which of my clients filed Schedule C in 2020. I have a general idea, but instead of opening each client individually, I would like to just have a list. I know this was an option for Lacerte users.
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George4Tacks
Level 15
12-14-2021
10:49 AM
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Add this to the wish list for improvements to the program. https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605
More votes for it may help PCT to add the "filter" feature that Lacerte has.
NOTE: Lacerte's feature has become a bit buggy.
Here's wishing you many Happy Returns
