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December 6, 2019
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How to Create Sch A Reports

  • December 6, 2019
  • 3 replies
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How to create a Report capturing all Clients with Schd A(s)?
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Best answer by abctax55

You could try using a filter, but the filtering seems a bit iffy if returns are locked.

* I * would go to set up > display > Itemized so that there's a column showing who had Sch A.  You could then highlight those clients & print a client list.

I see George is answering; he'll probably have a better solution :smile: 

3 replies

abctax55
abctax55Answer
Level 15
December 6, 2019

You could try using a filter, but the filtering seems a bit iffy if returns are locked.

* I * would go to set up > display > Itemized so that there's a column showing who had Sch A.  You could then highlight those clients & print a client list.

I see George is answering; he'll probably have a better solution :smile: 

HumanKind... Be Both
George4Tacks
Level 15
December 6, 2019

Same thing, but more words and a picture. 

https://accountants-community.intuit.com/articles/1607207-creating-custom-database-reports

Use Forms and Schedules - Select Schedule A - Add - Move to top of sort - Okay

You will then see a check mark in the left column for all those with Sch A. 


Answers are easy. Questions are hard!
abctax55
Level 15
December 6, 2019
Well...YOU must get paid by the word :smirk::smirk:
HumanKind... Be Both