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- Can I print a list of all clients with a specific form? Ex. All clients with 1099-R
Can I print a list of all clients with a specific form? Ex. All clients with 1099-R
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vaihere13
Level 1
02-15-2022
01:42 PM
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dd4vols
Level 10
02-15-2022
02:44 PM
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in the dropdown box right below HOME BASE VIEW (where you select 1040, 1065, etc), the next to last option is 'client analyzer queries'. there are tons of little queries you can run. Check on your specific need, to see if on the list,
If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.
vaihere13
Level 1
02-15-2022
03:44 PM
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It is not an option in the query
