Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Filtering HomeBase to see Schedule C Clients?
Filtering HomeBase to see Schedule C Clients?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
taxgirl0216
Level 3
4 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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!
Labels
2 Comments 2
Terry53029
Level 14
4 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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
4 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
From Homebase > Tools > Client Analyzer > Individual > Has Schedule C > Go
