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Level 2
February 15, 2022
Question

Can I print a list of all clients with a specific form? Ex. All clients with 1099-R

  • February 15, 2022
  • 1 reply
  • 10 views
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1 reply

dd4vols
Intuit Community Champion
February 15, 2022

in the dropdown box right below HOME BASE VIEW (where you select 1040, 1065, etc), the next to last option is 'client analyzer queries'.   there are tons of little queries you can run.  Check on your specific need, to see if on the list,

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vaihere13Author
Level 2
February 15, 2022

It is not an option in the query