GOOD MORNING HOW DO I OBTAIN A SOFTWARE REPORT IDENTIFYING THE TOTAL NUMBER OF FEDERAL INCOME TAX RETURNS PREPARED IN EACH OF THE LAST 3 YEARS

Forum|Forum|6 years ago
December 6, 2019
4 replies
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I need an annual report of how many federal income tax RETURNS I prepared in Dollars and in number

ProSeries Professional

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Best answer by Accountant-Man

You can add the column for Fee, then export the Home Base into Excel.

T

TaxGuyBill

Level 15

The number of RETURNS (the tax forms themselves) are not in dollar amounts. You should just be able to look at Homebase to see how many tax RETURNS you did each year.

Are you actually looking for the number of tax returns that had REFUNDS each year?

Just-Lisa-Now-

Intuit Community Champion

You can customize the column headings in Homebase to include your invoice amount, then drag out the adding machine and tally them up (if the dollars youre referring to is the dollars you charged the clients)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

M

Marc-TaxMan

Level 7

IRS tracks how many you e-file. That's on IRS Pro page, probably called My Account