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How to Create Sch A Reports

michelle1
Level 1
How to create a Report capturing all Clients with Schd A(s)?
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abctax55
Level 15

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: 

"Tax software is no substitute for a professional tax preparer"

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3 Comments 3
abctax55
Level 15

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: 

"Tax software is no substitute for a professional tax preparer"
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George4Tacks
Level 15

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. 



Here's wishing you many Happy Returns
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abctax55
Level 15
Well...YOU must get paid by the word :smirk::smirk:
"Tax software is no substitute for a professional tax preparer"
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