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ProFile Help

Creating a Query for any Values on the T1135 (Client Explorer)

ProFile users can create a query using Client Explorer that will filter for returns with any amounts over "0" on the T1135.

The following field codes correspond to the "Total" boxes for each line on the T1135. Using the field codes, you can create the Query in Client Explorer if any of the following are true:

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Click the "Filter" button:
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The "Filter" pane displays at the bottom of Client Explorer window:
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Select the module (e.g., T1) and applicable tax year (e.g., 2016) to filter for.
Click the "Apply Filters" button; the filtered list of returns displays:
Click the "Advanced" button on the "Filter" pane:
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The "Advanced Filters" window displays:
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Click the "New" button; the "Add" pane displays:
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Select the "Any are true" radio button.
Click the "Add" button.
The "Add Condition" window displays:
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Enter the individual value into the "Field Name" field (e.g., "T1135[10]").
Select the value "is greater to" in the "Condition" field.
Select the value "Number" and "0", respectively, in the "Compare To" fields:
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Click the "Add" button.
The value is added to the advanced filters list:
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Repeat the process for all necessary query values.
Click the "OK" button when finished.
You will be prompted to save the query, click the "Yes" button and enter a name for the query (e.g., "T1135").
Click the "Apply Filters" button.

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