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More Queries or Other Means for Finding Client Situations

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More Queries or Other Means for Finding Client Situations

LauraCPA

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.

Status: Under review
Vote now if this is a good idea
4 Comments
IL-Tax-Pro
Level 3

I posted the following in Intuit Community two days ago.  This is just one example of user based queries that we would like to see.  I could use such a new query function maybe a dozen times a year.   We should be more than just tax return preparors.

"I would like to be able to identify clients who receive Unemployment Compensation in 2019 returns.

Is there a way to search for this within ProSeries?"

Earlier in the day, I had called Intuit Tech Support about specific queries.  The support person said that questions like this often come up.  However, Intuit's current Query function is VERY LIMITED.   I was told it goes back many years when computer data queries were more limited by data processing considerations.

IntuitAustin
Intuit Alumni
Status changed to: Under review

Thanks for submitting your idea! Our development team is currently reviewing your idea. We'll provide additional information once we know more.

cintineocpa
Level 2

Custom queries would be extremely helpful. For example, there is already a query that will show all clients with AGI over $100,000. In light of the new stimulus payment phase out thresholds, it would be helpful to be able to edit this for AGIs of $75k or more for single taxpayers and $150k or more for married taxpayers.

IL-Tax-Pro
Level 3

Users keep submitting comments that the Intuit Query function is extremely basic, and that more Query function would be helpful.  Intuit's Community Managers say they are "reviewing" these ideas.  Better queries will never happen for users, unless Intuit can find a way to make more money off the Query function.

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