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CLIENT ANALYZER seems wrong

ejdtaxman
Level 4

I ran an analyzer query for clients with estimates prepared. It missed several clients who I know for a fact had estimates prepared because we do them every single year. 

Is there a reason why it woulnd't include them? Some of them have data and/or have been filed already, some have no data. 

 

On top of that, the analyzer seems to have frozen my program for over 10 minutes even after the query was complete. This is pretty unacceptable. 

 

Just my 2 cents. 

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1 Solution

Accepted Solutions
dkh
Level 12

Use the HomeBase column for Estimates

View solution in original post

5 Replies 5
Just-Lisa-Now-
Level 15
Level 15
is it only picking up ones with ES payments prepared for 2021 already?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
ejdtaxman
Level 4

It says it includes each client "whose federal return includes 2021 form 1040-ES vouchers. Returns that contain blank vouchers will be included in the query results list."

 

This definitely did not happen and is why this is so infuriating, because then on top of that it froze the program and I had to close it in task manager. 

0 Cheers
dkh
Level 12

Have you tried to use the HomeBase column for Estimates   ????    

0 Cheers
ejdtaxman
Level 4

Yes, I ended up just doing it that way. much more reliable. 

 

thanks

dkh
Level 12

Use the HomeBase column for Estimates

View solution in original post