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B
Billy from Hawaii
Level 1
November 24, 2020
Question

Is there any way to have the client analyzer find all returns with form 8965?

  • November 24, 2020
  • 2 replies
  • 12 views

We want to see who paid the shared responsibility payment in 2017 and in 2018.

This topic has been closed for replies.

2 replies

Accountant-Man
Accountant-Man
Level 13
November 24, 2020

If it's not listed in the Query listing, no.

Is it one of the possible Column Headings in Home Base?

** I am "Elevating with Intention!"
    E
    Ephesians3-14
    Level 7
    November 26, 2020

    The Client Analyzer Query is VERY limited in its ability to search for anything worthwhile. I'd like a list of all dependents who are over 19 yrs old. Maybe I want to ask those clients if the kid was in college in 2020 or if the dependent was working. Can't do it because the Client Analyzer Query is "hard coded" - you can search for the dozen or so searches Intuit offers. Pretty limited for a "Professional" version of the software.

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