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Level 2
July 7, 2020
Solved

Report on tax returned filed on Proseries

  • July 7, 2020
  • 3 replies
  • 19 views

Hi Guys,

Is there a way to see a report on proseries on all the tax return you filed filtered by the tax prepare ? 

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Filtered by the tax preparer?

You can customize the columns in Homebase to include only the data you are looking for...then print Homebase.

 

3 replies

Just-Lisa-Now-
Intuit Community Champion
July 7, 2020

Filtered by the tax preparer?

You can customize the columns in Homebase to include only the data you are looking for...then print Homebase.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
July 7, 2020

Thank you so much. 

dkh
Level 15
July 7, 2020

Do like @Just-Lisa-Now- says but before printing click the column for 'Preparer '  it will then sort by preparer.   Won't be able to print report for one preparer but a least it will be sorted.