Client Analyzer Query has now been extended to federal business returns offering 18 queries among four types of federal business returns in ProSeries Professional. The queries can be exported to Excel.
ProSeries Professional customers can now run these queries on these types of federal business returns:
Form 1120
- Tax preparation fee not calculated
- Gross income $1,000,000 or more
- Assets $500,000 or more
- Has section 179 deduction
Form 1120S
- Tax preparation fee not calculated
- Gross income $1,000,000 or more
- Assets $500,000 or more
- Has section 179 deduction
- Has shareholder distributions
- Post-September 27, 2017 acquired assets located in CT
Form 1065
- Tax preparation fee not calculated
- Gross income $1,000,000 or more
- Assets $500,000 or more
- Has section 179 deduction
- Has partnership distributions
- Post-September 27, 2017 acquired assets located in CT
Form 1041
- Tax preparation fee not calculated
- Post-September 27, 2017 acquired assets located in CT