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Level 3
May 27, 2022
Question

Can I do a search of 1041 returns for those with a state balance due?

  • May 27, 2022
  • 2 replies
  • 10 views

I want to see which 1041s had a state balance due. Is there a way to search or sort for this?

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2 replies

Just-Lisa-Now-
Intuit Community Champion
May 27, 2022

You can customize the Homebase columns to include the data you'd like to see.   Youd have to look through the column choices for a 1041 return and see if State Bal Due is one of them.

https://proconnect.intuit.com/support/en-us/help-article/customer-list/managing-client-list-homebase-proseries/L3IBnjbZi_US_en_US

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Intuit Community Champion
May 27, 2022
I just took a quick look in there, Im not seeing this as a column option, sorry.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪