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    • Created with Sketch. See what's trending for the upcoming tax season. View ProSeries Hot Topics.
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    Is it possible to create a birthdate list

    TonyO
    Level 2
    ‎12-07-2019 02:17 AM
     
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    1 Best Answer

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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 02:17 AM

    You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.

    Top menu bar   Homebase > Column Headings

    Remove the ones you don't want and add the ones you do wants and create a custom HB view.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

    View solution in original post

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    3 Comments 3
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-07-2019 02:17 AM

    You didn't include which version of ProSeries you're using, but in Professional, in a regular HomeBase view you can customize the headings to include a DOB, then print your list.

    Top menu bar   Homebase > Column Headings

    Remove the ones you don't want and add the ones you do wants and create a custom HB view.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    Marc-TaxMan
    Level 8
    ‎12-07-2019 02:17 AM
    and then you can export HomeBase View to excel.
    0 Cheers
    Gil Padua
    Level 1
    ‎01-06-2023 01:28 AM

    What about online Proseries?  Goal is to extract client birtdate ans their dependents

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