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    Filtering HomeBase to see Schedule C Clients?

    taxgirl0216
    Level 3
    ‎10-27-2024 03:33 PM

    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 15
    Level 15
    ‎10-27-2024 04:14 PM

    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 

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    Jim-from-Ohio
    Level 12
    Level 12
    ‎10-27-2024 04:16 PM

    From Homebase > Tools > Client Analyzer > Individual > Has Schedule C > Go

    Reply






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