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Want to run a report that gives me the clients with Expired Drivers Licenses.

nancytassoc
Level 1

In the Taxpayer Authentication screen there is a place for Expire Date for Drivers License.  I would like to be able to run a report or filter out those clients that will have or have expired licenses.

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George4Tacks
Level 15

I remember a wonderful line from a movie I saw "It's nice to want things!"

What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter

Unfortunately, what you want is not one of things that filters. See image for Expir....


ex-AllStar

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3 Replies 3
George4Tacks
Level 15

I remember a wonderful line from a movie I saw "It's nice to want things!"

What you want would be created with a custom filter https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter

Unfortunately, what you want is not one of things that filters. See image for Expir....


ex-AllStar

View solution in original post

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juli
Level 2

Our firm could really use the F3 function to filter on driver's license expiration dates.  We would like to run a report now (in offseason) to be able to contact clients to get DL in now.

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juli
Level 2

Please send in or call with a request for this.  If you already have in the past, do it again!  We need this report!

 

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