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- How to create a Query for clients that have a SSA-1099 or get this to show up in my homebase view?
How to create a Query for clients that have a SSA-1099 or get this to show up in my homebase view?
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s_crockett
Level 1
a week ago
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I need to find all clients(create a list) that had social security entered on their 2025 returns (SSA-1099). How can I add this as a column on my homebase view or create a query to locate all these clients?
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Just-Lisa-Now-
Level 15
a week ago
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Im not sure theyve got that as a homebase column, try going to Tools > Client Analyzer Choose the 1040 in the drop down menu at the top left corner and see what options you have for querying clients with the ssa1099, I know there are lots of choices, Im not sure if that is one of them though.
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