Betsy Posted May 9, 2019 Report Share Posted May 9, 2019 i need to export a client / return list to get a list of 1040 with a Schedule C Quote Link to comment Share on other sites More sharing options...
BrentCPA Posted May 9, 2019 Report Share Posted May 9, 2019 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? 1 Quote Link to comment Share on other sites More sharing options...
Betsy Posted May 9, 2019 Author Report Share Posted May 9, 2019 yes i need help, please. Quote Link to comment Share on other sites More sharing options...
BrentCPA Posted May 9, 2019 Report Share Posted May 9, 2019 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. 1 1 Quote Link to comment Share on other sites More sharing options...
mwrightea Posted May 9, 2019 Report Share Posted May 9, 2019 Look under the Tax Warehouse Tab. 1 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted May 10, 2019 Report Share Posted May 10, 2019 In Return Manager, under the Reports menu, you can export a client list and open in excel. 1 Quote Link to comment Share on other sites More sharing options...
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