s_crockett
Level 1
3 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I need to find all clients(create a list) that had social security entered on their 2025 returns (SSA-1099). How can I add this as a column on my homebase view or create a query to locate all these clients?
Labels
Level 15
3 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Im not sure theyve got that as a homebase column, try going to Tools > Client Analyzer Choose the 1040 in the drop down menu at the top left corner and see what options you have for querying clients with the ssa1099, I know there are lots of choices, Im not sure if that is one of them though.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪