How do I make clients with a 1041 appear in HomeBase?

[PatP3005]

In HomeBase, if I choose All Tax Returns, any client with a 1041 does not show up. If I choose 1041 in the dropdown menu, the 1041 clients are shown.

How can I make HomeBase include 1041s in the All Tax Returns view? I'm using ProSeries Professional, tax year 2024.

Thank you for any input!

[Just-Lisa-Now-]

Maybe they end up all the way down at the bottom?   Try clicking on the heading that says Type and see if the 1041s gather up into a group in the ALL Returns window.

[Jim-from-Ohio]

sort by form type..1041s will show up below your last 1040

[PatP3005 · Accepted solution]

Thank you for the suggestions. I was looking for it alphabetically. The name on the 1041 starts with the first name, I was looking for the last name, duh. It is there in All Tax Returns if I remember to look for the first name. Sorting by file type works too.

[BobKamman]

You can always change the "Save As" file name, or add another one later.  I have the same problem, finding the trust under the first four letters of its name.