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msw9705
Level 2
March 16, 2021
Question

Client Query

  • March 16, 2021
  • 1 reply
  • 4 views

Is there a way to run a client query to find those that have received unemployment for 2020?  I have filed tax returns for clients with unemployment comp prior to the new tax law and would like an easy way to identify them.  

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1 reply

Accountant-Man
Accountant-Man
Level 13
March 16, 2021

No, unless it's in the list of Queries, it is not.

Someone suggested using Home Base columns to find those clients with "Other Income." That will narrow it down, although OI does include other items, not just Unemployment.

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