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Report for Deferred Self Employment Tax

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Report for Deferred Self Employment Tax

KatSoFab

Can you please create a client analyzer report so we can view all of our clients that elected to defer self-employment tax per the Cares Act? Clients are getting confusing letters from the IRS about this and it would be good to know exactly who is affected. Thanks!

Status: New
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2 Comments
Birmingham
Level 3

We need a way to track those clients who elected to defer SE tax. This is a must for after tax season.

dkh
Level 15

Try creating a custom HomeBase view.   There are column headings for Business income/loss  and Refund/Tax due.  Those two columns should help you get started on which clients are affected.

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