Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

select clients who filed a specific form

Highlighted
Level 1
last updated ‎July 15, 2020 10:05 AM
 
Labels (1)
0 Cheers
3 Replies 3
Highlighted
Level 15
Level 15
last updated ‎July 15, 2020 10:05 AM

There are a handful of Query choices, from Homebase, top menu bar choose  Homebase then Query in the menu....see what kind of choices they give you.

Oh and a query can take a long time to run depending on how many clients you have, so be prepared for your program to be tied up during this time.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Highlighted
Level 1
last updated ‎July 15, 2020 10:05 AM

Trying to determine which clients filed Form 8960; does not appear to be on the Query list. Is there a way to set up your own Query?

0 Cheers
Highlighted
Moderator
Moderator
last updated ‎July 15, 2020 10:05 AM

There is not a way to create your own query. The Client Analyzer Query does have some more queries but nothing for the 8960. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"