ProConnect HelpIntuit HelpIntuit

Using Client Analyzer Queries in ProSeries

SOLVEDby IntuitProSeries Professional16Updated July 19, 2022

Before you start:

  • The client analyzer query can be used for most federal return types except 990, 709, and 706.
  • Some state-level queries are available.
  • The client analyzer query isn't available in ProSeries Basic.
  • You can't create custom queries.

Running Client Analyzer Query:

  1. Open ProSeries.
  2. From the HomeBase View dropdown select Client Analyzer Queries.
  3. Under Select Return Type use the dropdown menu to make your selection.
  4. Under Select Query review the available options to find the one that best meets your needs.
  5. Select Go for the query to begin.
  6. If any returns are password protected, you'll be prompted to enter the password. Enter the password to include that return or select Cancel to remove that return from the query.
  7. Once finished, you'll see a message summarizing how many clients were found.
  8. Select Close.
  9. To print the list of clients, choose Print Clients in the lower left corner.
  10. To export the list of clients to a excel:
    1. From the HomeBase menu, select Export View.
    2. Select Yes on the warning.
    3. Choose your save location and select Save.

Client Analyzer Query has now been extended to federal business returns offering 18 queries among four types of federal business returns in ProSeries Professional. The queries can be exported to Excel.

ProSeries Professional customers can now run these queries on these types of federal business returns:

Form 1120

  • Tax preparation fee not calculated
  • Gross income $1,000,000 or more
  • Assets $500,000 or more
  • Has section 179 deduction

Form 1120S

  • Tax preparation fee not calculated
  • Gross income $1,000,000 or more
  • Assets $500,000 or more
  • Has section 179 deduction
  • Has shareholder distributions
  • Post-September 27, 2017 acquired assets located in CT

Form 1065

  • Tax preparation fee not calculated
  • Gross income $1,000,000 or more
  • Assets $500,000 or more
  • Has section 179 deduction
  • Has partnership distributions
  • Post-September 27, 2017 acquired assets located in CT

Form 1041

  • Tax preparation fee not calculated
  • Post-September 27, 2017 acquired assets located in CT

Was this helpful?

You must sign in to vote, reply, or post
ProSeries Professional

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this