select clients who filed a specific form

Forum|Forum|5 years ago
July 15, 2020
1 reply
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ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

There are a handful of Query choices, from Homebase, top menu bar choose Homebase then Query in the menu....see what kind of choices they give you.

Oh and a query can take a long time to run depending on how many clients you have, so be prepared for your program to be tied up during this time.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

Tom C

Level 2

Trying to determine which clients filed Form 8960; does not appear to be on the Query list. Is there a way to set up your own Query?

IntuitCharlene

Community Manager

There is not a way to create your own query. The Client Analyzer Query does have some more queries but nothing for the 8960.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post**Click "Mark as Best Answer " to mark the post that answers your question.

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