abctax55
Level 15

Possible (cumbersome) approach:

Highlight ALL clients. Go to "print - partial return", suppress all but Form 1040 (you'll get page 1 & 2 unfortunately), and print to a PDF file.  Open the PDF and look for the ones that have bank info entered.  You could then, with the PDF file open side by side with the Lacerte program, select the pertinent clients and print a custom data base report.

HumanKind... Be Both

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