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Report of clients with a specific tax form in return


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Posted

Nope.... I have been suggesting that ATX add a report function... like clients with EIC, or Clients with Estimates, etc, etc...

Go to the MyATx site, go to suggestion box, and rate the suggestions there, You can make your own suggestions. That's where ATX get's it's ideas from.

The more of us that "vote" for a suggested enchancement.. the more likely it will be implemented.

Taxtrio

Posted

Is there a way to print a report that lists all clients that have a particular form in their return l.e. a report of all clients that have a 4562?

How about going to the Database folder and using windows search? The forms are files in the database directories and are named by the form name. I think this will do what you want.

Posted

How about going to the Database folder and using windows search? The forms are files in the database directories and are named by the form name. I think this will do what you want.

Did this work for you?

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