Randeea
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 2
		
	
				
		
	
		
			
    
	
		
		
		02-06-2024
	
		
		08:57 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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						I want to delete all returns transferred to next year that were final .  How do I determine which were final besides opening each one.
					
				
			
			
				
			
			
				
			
			
			
			
			
			
		
		
		
	
	
	
		
			
				
						
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			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-06-2024
	
		
		09:12 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Pro Series does have a few client analyzer queries, but That is not one of them. You will probably have to open each one. In the Home base view drop down box, select "Client Analyzer Queries" to see what choices you have.
			
		
			
	
	
			
				
		
		
			dkh
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-06-2024
	
		
		10:09 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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To make this easier for next year - you could use the Client Status Worksheet - Specify Other Status line to indicate FINAL YEAR. Then sort the HomeBase view by Client Status to see what clients you don't need transferred.