Taxes-by-Rocky
Level 8

On a related topic, trying to extract data from my ProSeries client data files to see who might be affected by the OBBBA and how/why.  I'm aware of the Client Analyzer Queries function from HomeBase but that function is rarely updated for current tax law issues, etc.  [I do realize the Tax Planner tool gets updated from time to time which is helpful.]

To that end, does anyone know how to run queries on the ProSeries database files?  Or, is there another function in ProSeries (other than the Client Analyzer Queries) that can do this?  [For example, who hit the SALT cap, how much were they over, and did they have mortgage interest and/or charitable deductions?]  While I'm not suggesting it, even a download to Excel would go a long way.  Thanks in advance.

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