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List of Schedule C Clients

hschweit
Level 3

Anyone have any idea why a client who has a Schedule C is listed as "No" in a custom filter/database report that is supposed to identify clients with Schedule C?!

Alternatively, does anyone have a RELIABLE way to identify all Schedule C clients?

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2 Comments 2
George4Tacks
Level 15

Sounds like it is still broken. https://proconnect.intuit.com/community/lacerte-discussions/discussion/how-can-i-make-a-list-of-indi...

Maybe @IntuitAustin could put someone on it. The custom reports was broken last year and I guess they never figured out who broke it.

 


Answers are easy. Questions are hard!
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IntuitAustin
Intuit Alumni

Try going to Client > F3 to select all clients, then click update client database.

There aren't any known issues with database reports, so your database might just need to be updated. 


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