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Report on tax returned filed on Proseries

ustaxshield
Level 1

Hi Guys,

Is there a way to see a report on proseries on all the tax return you filed filtered by the tax prepare ? 

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Just-Lisa-Now-
Level 15
Level 15

Filtered by the tax preparer?

You can customize the columns in Homebase to include only the data you are looking for...then print Homebase.

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Just-Lisa-Now-
Level 15
Level 15

Filtered by the tax preparer?

You can customize the columns in Homebase to include only the data you are looking for...then print Homebase.

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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ustaxshield
Level 1

Thank you so much. 

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dkh
Level 11

Do like @Just-Lisa-Now- says but before printing click the column for 'Preparer '  it will then sort by preparer.   Won't be able to print report for one preparer but a least it will be sorted.