Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This sounds like it is geared towards ProSeries. If this question is, it would be better asked here:

ProSeries Community:

https://proconnect.intuit.com/community/proseries-tax/discussion/03/303

Please take a look at this knowledge base as I believe it will help to answer your questions:

How do I use the HomeBase view in ProSeries?

https://proconnect.intuit.com/community/customer-lists/help/how-do-i-use-the-homebase-view-in-proser...

Thank you @Just-Lisa-Now- for replying!