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Query for who has unemployment

nhr
Level 1

Looking for a query to find clients who have unemployment that have already been filed.

Thanks

 

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6 Replies 6
IRonMaN
Level 15

You should have the tool in your arsenal after the update scheduled for later today.

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.
PATAX
Level 9

IronMan, I had no problem doing it the old-fashioned way, I. E. manually. I can't believe so many people keep bringing this up.. Unless they have thousands of clients, should they not have a general good idea of who and who does not have unemployment for a return already filed?.... If Unsure how hard is it to open up the file?.... Just my opinion....

mm1
Level 4

Well I have well over a thousand clients and we have filed over 300. It would take a whole lot of time to go back and open every return to see who has and has not gotten unemployment. I hope Proseries comes up with a query today because currently there is not one.

IRonMaN
Level 15

I started a list early on so it isn't an issue for me.  Even so, I could glance through my list and get most of them right.  It almost seems like all of my clients, other than the retired ones collected unemployment so it wouldn't be too tough to find😁  However, some folks have thousands of clients and others don't know their clients that well so the search function would be helpful for them.

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.
JRC
Level 5

We used our keyboard with fingers and eyes to look for the filed returns with Unemployment.

Once found we use pen and paper to list them.

PATAX
Level 9

👍