s_crockett
Level 1
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?
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Just-Lisa-Now-
Level 15
Level 15

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♥¸¸.•*¨*•♫♪
IRonMaN
Level 15

It isn't one of them.

But once again, my curiosity is getting the best of me.  What quest are you on that you need such a list?


Slava Ukraini!