cpabsd Posted December 30, 2016 Report Share Posted December 30, 2016 Is there a way to make a list within the software of all clients that contain a certain form, like Schedule C? I thought there was but cannot seem to locate it this morning. Thanks for any help!! Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted December 30, 2016 Report Share Posted December 30, 2016 If you go to the Tax Warehouse tab in Return Manager, there is a column called business that would give you Sch C. There are quite a few other useful columns too. 1 Quote Link to comment Share on other sites More sharing options...
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