Unemployment - Federal nontaxable and Find/Filter tool

[Strongsilence-CPA]

Will there be a $10,000 federal exclusion from income for UI and Pandemic Unemp?  This situation is in flux.

I would like to find my clients with UI.  

How do I find such clients?  Is it the filter tool?

[BobKamman]

You can look at Schedule 1, Line 7 of all your returns. 

If you don't have time for that, convert them all to pdf and email them to a Nigerian prince who will help for free.  Or there's that guy in Ukraine.  

[George4Tacks]

Highlight all processed returns > Print > Database Reports > Custom > Click the green + to add > Select a title like "Unemployment" > Click the  + by Client information add what you like - Client Number, name, etc > Click the + by Income > Scroll down and select Unemployment Compensation. 

Click Preview to see how you like this report and save when you exit. 

HOPEFULLY - Lacerte will give us a pre filter when the law passes. 

[pamdory · Accepted solution]

I did that Saturday.  Go to Settings>Options and click on the Display tab.  Then expand the Income list in the  Available box, highlight Unemployment Compensation and hit the > button to move it into the Display box.  Then you can move it up or down to choose where  you want to position the column.

[IRonMaN]

"I would like to find my clients with UI"

You don't need to -------------- they will find you --------------- I guarantee you, they will find you 😰

[Strongsilence-CPA]

Very helpful. Thank you.