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Homebase Query
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sherrithegrape
Level 2
04-18-2025
03:52 AM
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How can I show in homebase view clients that has a PA Form 1000 active with a rebate?
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2 Comments 2
dascpa
Level 12
04-18-2025
07:31 AM
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When you go into HomeBase and adjust the view for which columns appear you can scroll the list to see what you can add. HomeBase is not state oriented and the type of columns you can add is limited. When I have a specific item I wish to track, I will use an Excel worksheet to handle this as I'm preparing each return.
GodFather
Level 8
04-18-2025
07:32 AM
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Try Homebase View > Tools > Client Analyzer and then choose the dropdown for individual states. That should provide a selection of different query options.
