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tpesky
Level 2

DATABASE

Can I use the database to say, bring up all the clients that I made non-residents?  Or all the clients that used one particular thing in the tax program?

2 Comments 2
Mario B
ProFile Team

DATABASE

if you are using you could adjust the filters to select the tax year and module, then do a query, which will show only the returns with a specific condition

 

we have instructions here for client explorer https://profile.intuit.ca/support/en-ca/help-article/manage-client/query-client-explorer/L7Nbtlhcg_C...

and here for classic database we have an example there https://profile.intuit.ca/support/en-ca/help-article/customer-data/create-database-query-method-cont...

 

The field to use for non-resident in the Query is  T1Info.B[28]

tpesky
Level 2

DATABASE

Thank you Mario, your the best