I would like to know who all of my Head of Household clients are. Do not see that as an option in queries. Any other way I can do that?

Forum|Forum|6 years ago
December 6, 2019
1 reply
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ProSeries Professional

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Best answer by Jeff H

Client analyzer queries does not have a query specifically for Head of Household. You could create a customized Homebase view by adding the filling status to Homebase and then doing a sort to bring all the Head of Household clients together.

You also have the ability to export that customized view to excel and then alter it to your needs.

J

Jeff HAnswer

Level 4

Client analyzer queries does not have a query specifically for Head of Household. You could create a customized Homebase view by adding the filling status to Homebase and then doing a sort to bring all the Head of Household clients together.

You also have the ability to export that customized view to excel and then alter it to your needs.

AshleyatIntuit

Level 9

To add on to Jeff, You can from the Homebase view go to the HOMEBASE MENU select COLUMN HEADINGS and then chose FILING STATUS as an option to add to your existing columns as he called out above.

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