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Is there a way to determine which of my clients file a particular form?

mattgutz
Level 3
In Proconnect, I would like to know which of my clients filed Schedule C in 2020.  I have a general idea, but instead of opening each client individually, I would like to just have a list.  I know this was an option for Lacerte users.
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1 Comment 1
George4Tacks
Level 15

Add this to the wish list for improvements to the program.  https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

More votes for it may help PCT to add  the "filter" feature that Lacerte has.

NOTE: Lacerte's feature has become a bit buggy. 


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