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Will there be a $10,000 federal exclusion from income for UI and Pandemic Unemp? This situation is in flux.
I would like to find my clients with UI.
How do I find such clients? Is it the filter tool?
Best Answer Click here
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You can look at Schedule 1, Line 7 of all your returns.
If you don't have time for that, convert them all to pdf and email them to a Nigerian prince who will help for free. Or there's that guy in Ukraine.
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Highlight all processed returns > Print > Database Reports > Custom > Click the green + to add > Select a title like "Unemployment" > Click the + by Client information add what you like - Client Number, name, etc > Click the + by Income > Scroll down and select Unemployment Compensation.
Click Preview to see how you like this report and save when you exit.
HOPEFULLY - Lacerte will give us a pre filter when the law passes.
Answers are easy. Questions are hard!
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I did that Saturday. Go to Settings>Options and click on the Display tab. Then expand the Income list in the Available box, highlight Unemployment Compensation and hit the > button to move it into the Display box. Then you can move it up or down to choose where you want to position the column.
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"I would like to find my clients with UI"
You don't need to -------------- they will find you --------------- I guarantee you, they will find you 😰
Slava Ukraini!
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Very helpful. Thank you.
