How can I filter clients by a specific data field?

2 replies
26 views

I would like to know if there is a way to filter, display, or pull a report on clients based on a specific data entry field. For example, right now we are trying to figure out which of our clients have dependent care benefits that show up in box 10 of their W-2. How can we pull a report that shows all clients with a value entered in that specific field? Thanks in advance for any guidance!

Lacerte Tax

This topic has been closed for replies.

George4TacksAnswer

Level 15

That very specific type of entry is not available as part of the program. You can find it with the Lacerte Software Developer's Kit (SDK) https://proconnect.intuit.com/community/lacerte-sdk-group/gp-p/501

Above my pay grade.

This shows what can be done within the "regular" program https://proconnect.intuit.com/community/form-1040/help/creating-a-custom-client-filter/00/4032

Answers are easy. Questions are hard!

George4TacksAnswer

Level 15

That very specific type of entry is not available as part of the program. You can find it with the Lacerte Software Developer's Kit (SDK) https://proconnect.intuit.com/community/lacerte-sdk-group/gp-p/501

Above my pay grade.

This shows what can be done within the "regular" program https://proconnect.intuit.com/community/form-1040/help/creating-a-custom-client-filter/00/4032

Answers are easy. Questions are hard!