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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Filtering HomeBase to see Schedule C Clients?
Filtering HomeBase to see Schedule C Clients?
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taxgirl0216
Level 3
2 weeks ago
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I was wondering if there was a way to filter my HomeBase so I can see just my clients who have Schedule C?
Thank you in advance!
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Terry53029
Level 14
2 weeks ago
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Yes go to client analyzer queries. Choose queries clients with 1040 schedule C. to customize home base view, type in home base view in ask proseries, and follow instructions
Jim-from-Ohio
Level 11
2 weeks ago
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From Homebase > Tools > Client Analyzer > Individual > Has Schedule C > Go
