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Can we get the list of all the clients and their total tax payments for this year?

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George4Tacks
Level 15

YES, if you mean the year for which you are filing. e.g. completed 2017 returns in the 2017 program. If you are asking about a crystal ball for 2018 using the 2017 program, then NO

You can select things such as Amount paid w/Ext, Current year E.S. Payments, Excess SS/RRTA WH, Income Tax WH and Total Payments for a Custom Database Report. https://accountants-community.intuit.com/articles/1607207-creating-custom-database-reports


Here's wishing you many Happy Returns

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George4Tacks
Level 15

YES, if you mean the year for which you are filing. e.g. completed 2017 returns in the 2017 program. If you are asking about a crystal ball for 2018 using the 2017 program, then NO

You can select things such as Amount paid w/Ext, Current year E.S. Payments, Excess SS/RRTA WH, Income Tax WH and Total Payments for a Custom Database Report. https://accountants-community.intuit.com/articles/1607207-creating-custom-database-reports


Here's wishing you many Happy Returns
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