Submitted by LauraCPA on 08-04-2020 07:10 PM
We need capacity to do more queries or better yet, a means for us to query with our own selected criteria. The current query feature has a limited list and so does Homebase (from which we can add fields and then sort to find clients with certain forms or situations in their returns.)
With tax laws changing retroactively (e.g., 2020 changes that impact on 2018 and 2019) and protective claim situations (e.g., recent case affecting clients with NII and shared responsibility payment), we need to be able to identify these clients.
I wish I could recall for what I was recently looking... there were two different queries that I needed that were not available via Query or Homebase.
Thanks for submitting your idea! Our development team is currently reviewing your idea. We'll provide additional information once we know more.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.