Re: How do I print a list of all clients which have a schedule C in the return

boyce · ‎12-06-2019

mojocpa · ‎12-06-2019

In the Lacerte Search box type "Custom Filter " the select the How to create a custom Filter", I would have copied the article, but for some reason it does not allow me to.

George4Tacks · ‎12-06-2019

If it is https://accountants-community.intuit.com/articles/1608555-creating-a-custom-client-filter then it doesn't copy well because of the images.

Answers are easy. Questions are hard!

mojocpa · ‎12-06-2019

That's the one, I figured the pro from Dover would be able to get it.

hschweit · ‎04-01-2020

I followed this solution and a client who definitely has a Sched C (I can open the return and see it) gets marked as "No." I therefore would NOT trust filters unless someone can explain that to me.