Reports

[Patrick Michael]

New to Drake this year and I was wondering if there is report that would show the clients who filed a Schedule C in 2014?

 

Thanks.

[jklcpa]

Yes, it's pretty easy to cusomize all kinds of reports.

If you have converted the returns into the 2014 program, open that and do the following. (** You can also use the 2015 program that will search for the 2014 data by going through the process below, and I've indicated below the additional checkbox that is needed.)

From the toolbar, select Reports, then Report Manager.  Expand "My Reports" to save it there.  Click "New Report". Radio button "Tax Return Data" checked. Give the report a name.

Under the columns selection, leave it as the default "All Categories".

Next selection is for the additional columns. The list is in alphabetical order.  Scroll to select and add to the report the Taxpayer Last Name, taxpayer first name, (if you want also add Spouse last name, and spouse first name), then select and add Schedule C.  You have the option to also select the Sch C total income and Sch C net income also, if you wish.

At the bottom, click "Next"

On the next screen under Filter selection, use the drop down box to select only "Clients with Schedule C".  (** It's at this point, if you are using the 2015 program for a report of data in 2014 returns, that you would also check the box "use data from 2014).   Click "Save"

The program will return to the first Reports box that opened. At the bottom, click "View Report". It is also saved if you want to use it again.

 

[Patrick Michael]

Thanks Judy.