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IL-Tax-Pro
Level 3
August 19, 2020
Question

Searching for Specific Income in ProSeries

  • August 19, 2020
  • 2 replies
  • 25 views

I would like to be able to identify clients who receive Unemployment Compensation in 2019 returns.

Is there a way to search for this within ProSeries?

    This topic has been closed for replies.

    2 replies

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    August 19, 2020

    Not that I can see.   It's not in the Client Query list and there is no Homebase Column heading for it.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      dkh
      dkh
      Level 15
      August 20, 2020

      You can post this wish in the ProSeries Tax Idea Exchange.     @LauraCPA  has posted a similar wish https://proconnect.intuit.com/community/proseries-tax-idea-exchange/more-queries-or-other-means-for-finding-client-situations/idi-p/96971

      give her idea a cheer - it will be one cheer closer to ProSeries making our dreams come true

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