Marie Posted March 4, 2009 Report Share Posted March 4, 2009 Is there a way in the ATX software to find returns with a specific form. I want to look at all my returns with Sch F's. Is this possible? Quote Link to comment Share on other sites More sharing options...
JRS Posted March 4, 2009 Report Share Posted March 4, 2009 Go to Return Manager, then to tax warehouse. Scroll across and you can see what areas your clients had entries. It goes by classification, like business, interest and farm. It might not help that much, but you can at least narrow it down. Quote Link to comment Share on other sites More sharing options...
Ray in Ohio Posted March 4, 2009 Report Share Posted March 4, 2009 do what JRS says and then click on the "Farm" tab at the top and all the returns with Schedule F will pop to the top of the list and you won't have to scroll down thru the whole list of returns to find the ones with "F". Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted March 5, 2009 Report Share Posted March 5, 2009 And you can sort any column that way, by just clicking at the top. Click twice to reverse sort. So if you want to sort amount billed click on the top, you will get it sorted low to high. Click again, it will be sorted high to low. Ditto for AGI., etc. Quote Link to comment Share on other sites More sharing options...
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