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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
10-27-2024
03:33 PM
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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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2 Comments 2
Terry53029
Level 14
10-27-2024
04:14 PM
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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
10-27-2024
04:16 PM
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From Homebase > Tools > Client Analyzer > Individual > Has Schedule C > Go
