Is there a way to find all the 1040A returns I did last year?

Forum|Forum|6 years ago
December 7, 2019
6 replies
29 views

I want to figure out how many 1040A clients I had last year

ProSeries Professional

This topic has been closed for replies.

Best answer by IntuitCharlene

There is not a query or anything that would show that but you can use the HomeBase to find that out if your in ProSeries Professional.

Open 2017
Go to the 1040 HomeBase View.
Go to the HomeBase menu and choose Column Headings.
Under Available Columns look for Federal Return Filed - 1040:1040A;1040EZ
Click ADD to move it to Selected Columns.
Click OK and you'll now have the new column.
If you go to the HomeBase menu again you can Export View.
The log shows you where it exports the file to on your computer.
This will export it to Excel where you can use Excel Sort and Filter to get a list of 1040A filers.

IntuitCharlene

Answer

Community Manager

There is not a query or anything that would show that but you can use the HomeBase to find that out if your in ProSeries Professional.

Open 2017
Go to the 1040 HomeBase View.
Go to the HomeBase menu and choose Column Headings.
Under Available Columns look for Federal Return Filed - 1040:1040A;1040EZ
Click ADD to move it to Selected Columns.
Click OK and you'll now have the new column.
If you go to the HomeBase menu again you can Export View.
The log shows you where it exports the file to on your computer.
This will export it to Excel where you can use Excel Sort and Filter to get a list of 1040A filers.

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G

gfclients1Author

Level 2

That's brilliant! Is there a way to print out the names of those clients?

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