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    Report of clients with estimated tax payment

    sffdib
    Level 5
    ‎04-12-2021 02:32 PM
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    I want to see a list of clients whom I prepared estimated taxes for 2019 without having to open each client's file. Can I run an estimated taxes report for 2019? 

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    dkh
    Level 14
    ‎04-12-2021 02:57 PM
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    HomeBase view has an "Estimate" column 

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    1 Comment 1
    dkh
    Level 14
    ‎04-12-2021 02:57 PM
    Jump to solution

    HomeBase view has an "Estimate" column 

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