Is there a way to run a client query to find those that have received unemployment for 2020? I have filed tax returns for clients with unemployment comp prior to the new tax law and would like an easy way to identify them.
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No, unless it's in the list of Queries, it is not.
Someone suggested using Home Base columns to find those clients with "Other Income." That will narrow it down, although OI does include other items, not just Unemployment.
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