Level 11
12-20-2020
11:21 PM
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Try looking at the status for those only transferred. You can go into the return and look at the 5 year history.... as an alternative you can create a version of home base that shows a column for your total fees per client for each of last 3 years... if you didn’t invoice them, you probably (hopefully) didn’t prepare the return.
If at first you don’t succeed…..find a workaround