Can I print a list of all clients with a specific form? Ex. All clients with 1099-R

vaihere13 · ‎02-15-2022

dd4vols · ‎02-15-2022

in the dropdown box right below HOME BASE VIEW (where you select 1040, 1065, etc), the next to last option is 'client analyzer queries'. there are tons of little queries you can run. Check on your specific need, to see if on the list,

If an answer solves your issue, click on the "Accept as Solution" button! Makes it easier for people to find answers to similar questions that have already been posted.

vaihere13 · ‎02-15-2022

It is not an option in the query

Can I print a list of all clients with a specific form? Ex. All clients with 1099-R

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