Welcome back! Ask questions, get answers, and join our large community of tax professionals.

More Queries or Other Means for Finding Client Situations

cancel
Showing results for 
Search instead for 
Did you mean: 

More Queries or Other Means for Finding Client Situations

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
2 Comments
Level 2

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.

Community Manager
Community Manager
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.

Post comment