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ashburnconsulting
Level 3

Profile T1: Multiple locations

Hello,

 

We have multiple locations (with each location having a unique location code). Does Profile offer custom-fields in a client tax return (where we can enter this location code)? This would help us to identify returns for each location. Also, is there a way to run a filter on this custom-field? Else we can export and run a filter in Excel.

 

If you have any other suggestion/solution, please let us know.

 

Thanks

Solved
Best answer November 17, 2020

Best Answers
ProFile Duncan
ProFile Team

Profile T1: Multiple locations

Hi, thank you for using Intuit ProFile Community

The Info tab has an office use section that can be used. Queries and/or reports can be prepared with the field code for the office field.

Hope this helps

View solution in original post

1 Comment 1
ProFile Duncan
ProFile Team

Profile T1: Multiple locations

Hi, thank you for using Intuit ProFile Community

The Info tab has an office use section that can be used. Queries and/or reports can be prepared with the field code for the office field.

Hope this helps

View solution in original post