Is there a way to find all the 1040A returns I did last year?

gfclients1 · ‎12-06-2019

I want to figure out how many 1040A clients I had last year

IntuitCharlene · ‎12-06-2019

There is not a query or anything that would show that but you can use the HomeBase to find that out if your in ProSeries Professional.

Open 2017
Go to the 1040 HomeBase View.
Go to the HomeBase menu and choose Column Headings.
Under Available Columns look for Federal Return Filed - 1040:1040A;1040EZ
Click ADD to move it to Selected Columns.
Click OK and you'll now have the new column.
If you go to the HomeBase menu again you can Export View.
The log shows you where it exports the file to on your computer.
This will export it to Excel where you can use Excel Sort and Filter to get a list of 1040A filers.

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gfclients1 · ‎12-06-2019

That's brilliant! Is there a way to print out the names of those clients?

IntuitCharlene · ‎12-06-2019

You can print the HomeBase (after you edit it) by going to HomeBase menu and choosing Print HomeBase but that will give you everything. If you export it to Excel you can use Excel to filter to just the 1040A ones and print that from Excel!

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Just-Lisa-Now- · ‎12-06-2019

be careful printing Homebase...if you've got columns off to the side that aren't visible, the printer will print those on their own sheets of paper and you'll end up with tons of paper waste! experience speaking here LOL

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IntuitCharlene · ‎12-06-2019

Great call out!

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gfclients1 · ‎12-06-2019

Thanks. This solves a pricing issue we were having...