how to add child tax credit or any additional field that are not in column headings now

Forum|Forum|5 years ago
November 1, 2020
2 replies
14 views

i need to see which of my clients have child tax credit and also who had form 8867?

they are not on standard homebase view list. Can I add these

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

I dont think so, but you can dig through the list of HB column heading options and see.

From a regular HB view (not the EFCenter), click Homebase > Column Headings

Or its possible that they have a Client Query for it, but again, youd have to go looking.

From a regular HB view (not the EFCenter), click Tools > Client Analyzer

and if you still dont find what youre looking for, drop in on the Idea Exchange and see if anyone else has suggested this improvement and vote for it! If its not already shown in the Idea Exchange, add it, maye somewhere down the line Intuit will include it.

https://proconnect.intuit.com/community/proseries-tax-idea-exchange/idb-p/603

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Accountant-Man

Level 13

You can't add your own columns. If it's not there, you're out of luck.

Is it in a Query? [Nope],

but DCC and EITC are in there, as well as in the Home Base columns. If your client has one of these, then you could pare down your list to find out if they got the CTC.

** I am "Elevating with Intention!"

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