Sorting clients by...

[ILLMAS]

Does anyone know if there is a way to sort clients by forms? For example, if I want to see a list of all my clients with form Sch. E or EIC or Education Credit. I would hate opening one by one to find out who has what forms, so if someone knows how, please share it.

Thanks

MAS

[NECPA in NEBRASKA]

I haven't installed 2012 ATX, but if you go to tax warehouse from the returns menu, you can sort them by various kinds of income, expenses, etc.

[JohnH]

The tax warehouse gives you some ways to sniff out certain forms. Schedule C & E are pretty easy if you look at the headings. So is lots of other useful info.

If you sort by "Income Tax" and then look at "Total Tax", that might be a hint that EIC is in play if the total tax is lower (although it could also be other things). At least this approach would get you started with eliminating some you're not looking for. With the Education credit and Child Tax credit being split sometimes, this could be a bit of trial and error. But sometimes when analyzing data you want to eliminate 90% of what you're not looking for on the first pass and then focus on the remaining 10% to derive your answers.

To do more analysis, you can "mark" them all under "View", then "export" to an Excel spreadsheet under "Reports". It goes right into Excel without any intermediate steps. Once you have it in Excel you can do a lot of the above with organized sorts to drill down to what's important. (For example, you could look at the difference between Income Tax and Total Tax while also weeding out anything above the income limits for EIC).

There may be an easier way, but this is what I came up with off the top of my head. Once you have data in Excel, you can pretty much make it dance & sing if you know how to manipulate it.