mpease05
Level 1
03-04-2021
04:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I attempted to run a query for my clients that have schedule C's for. It never gave me any results and just kept saying ProSeries is completing calculations. We have about 1200 clients. Is it common for this analysis to take over 60 minutes?
Labels
BobKamman
Level 15
03-04-2021
05:07 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I made the mistake of asking for a list of those who filed Schedule A, with far fewer clients than you have. I not only had time for a cup of coffee; I had time to roast the beans.
mpease05
Level 1
03-04-2021
05:23 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I got excited for a quick report and then was frustrated by it. Any tips or suggestions would be helpful if there is a better way to quickly gather this information. I have a good pulse on the client list but I don't want to overlook anyone so am looking for a report that can show anyone with a schedule C.