shyanne-2
Level 3
12-06-2019
05:23 PM
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Best Answer Click here
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Employee
12-06-2019
05:23 PM
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Client analyzer queries does not have a query specifically for Head of Household. You could create a customized Homebase view by adding the filling status to Homebase and then doing a sort to bring all the Head of Household clients together.
You also have the ability to export that customized view to excel and then alter it to your needs.
Employee
12-06-2019
05:23 PM
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To add on to Jeff, You can from the Homebase view go to the HOMEBASE MENU select COLUMN HEADINGS and then chose FILING STATUS as an option to add to your existing columns as he called out above.
shyanne-2
Level 3
12-06-2019
05:23 PM
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Thanks! Much appreciated!
arora
Level 1
11-01-2020
08:46 AM
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i am trying to build my own query to see which clients have child tax credit and tuition credits
do not see any way i can run. not even in homebase view? any solutions