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sffdib
Level 5
April 12, 2021
Solved

Report of clients with estimated tax payment

  • April 12, 2021
  • 1 reply
  • 13 views

I want to see a list of clients whom I prepared estimated taxes for 2019 without having to open each client's file. Can I run an estimated taxes report for 2019? 

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Best answer by dkh

HomeBase view has an "Estimate" column 

1 reply

dkh
dkhAnswer
Level 15
April 12, 2021

HomeBase view has an "Estimate" column 

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