reception

[Betsy]

i need to export a client / return list to get a list of 1040 with a Schedule C

[BrentCPA]

29 minutes ago, Betsy said:

i need to export a client / return list to get a list of 1040 with a Schedule C

Are you asking the forum members for help in accomplishing this task or did you just want us to know?

[Betsy]

 yes i need help, please.

[BrentCPA]

I am not aware of an way to export the return data to an excel sheet or anything, unfortunately,  but what you might be able to do is customize the columns in the return manager and add the "business" column.  Then just check the "individual" returns box and you can sort that new column by the "business" net income.  I am not sure if this will also include pass through income, though, but it's worth a try unless someone else has a better idea.

[mwrightea]

Look under the Tax Warehouse Tab.

[Abby Normal]

In Return Manager, under the Reports menu, you can export a client list and open in excel.