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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: 

    HumanKind... Be Both

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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: 

    HumanKind... Be Both
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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. 



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