Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

SORTING CLIENT MISSING INFORMATION FILES IN HOME VIEW

LeicesterMa
Level 2

I'm in homebase view and want to sort my clients by missing information. Last year, i just had to click on the red question mark. This year it doesnt work. Is there an adjustment I need to make?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
Intuit_hieu
Employee
Employee
 

If you enlarge the column you should be able to see the sorting arrow, and the filter. Filter is a new control in TY20, you can use it to see all returns with missing info, or not.

image.png

View solution in original post

3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

Its only Jan 13th, arent all returns missing information still?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
Accountant-Man
Level 13

The 2020 Home Base view was "fixed," so it's not really for prime time yet.

Some database thingie.

** I'm still a champion... of the world! Even without The Lounge.
0 Cheers
Intuit_hieu
Employee
Employee
 

If you enlarge the column you should be able to see the sorting arrow, and the filter. Filter is a new control in TY20, you can use it to see all returns with missing info, or not.

image.png