cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
PAULJR
Level 2

How to Filter/Query database to show clients that have filed their 2018 but not come for 2019 taxes?

I could not figure out how to filter the database to show the clients that have filed their 2018 taxes with us but not come for their 2019. 

1 Comment 1
ProFile Duncan
ProFile Team

How to Filter/Query database to show clients that have filed their 2018 but not come for 2019 taxes?

Hi, thank you for using Intuit ProFile Community

Client explorer only allows filter/ query for a single year, so there is not a way to directly query multiple years. An option may be to filter the 2019 for returns not e-filed nor paper filed. This could then be compared to those e-filed or paper filed using a separate report for 2018.

Hope this helps