AMT 6251 - 8801

[taxbrewster]

Is there an easy way to track the clients who paid AMT in 2007?

[kcjenkins]

I don't think so. Although you could if you set up, at the start of the season, a 'customized field' in the Options, customize fields, [look all the way to the bottom of the list, and you will see 10 Custom Fields. When you put a check by one of them, it then lets you rename that field.

Now, when you go to the return manager, and go across the page, the last field you see will be that one you just named. So if you named it "AMT ?" that is what it would be shown as. Now, each time you have one, you just go to the field and put an X or a YES, or whatever. Then you can later sort by that column. It is manual, not automatic, but it still lets you find it later, easily. Best I can suggest.

You could do that now, of course, but it's hard to remember later, while it is much easier at the time. So set it up for next year, even if you don't bother to go back and do it for this year.