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! Go to Solution.
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
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
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