Intuit Financial Community: Profile Database Query - Intuit Financial Community

Jump to content

Page 1 of 1
  • You cannot start a new topic
  • You cannot reply to this topic

Profile Database Query

#1 User is offline   Bob Kerr Icon

  • Senior Member
  • PipPipPip
  • Group: Members
  • Posts: 125
  • Joined: 03-December 02

Posted 19 April 2011 - 04:11 PM

In my old age I am forgetting how to reconstruct Profiles Data base query to report on any clients that have not been E-filed to date. Can anyone help
0

#2 User is offline   Bob Kerr Icon

  • Senior Member
  • PipPipPip
  • Group: Members
  • Posts: 125
  • Joined: 03-December 02

Posted 22 April 2011 - 05:56 PM

Since I didn't any "takers" on first request & Profile Support wasn't that helpful I'll try again. Bruce Campbell in E-Filers handbook had instructions on how to creat a query in the Profile Database to indicate clients that had not been E-filed to date

Bob Kerr
horizontax@shaw.ca
0

#3 User is offline   Sasha1 Icon

  • Senior Member
  • PipPipPip
  • Group: Members
  • Posts: 119
  • Joined: 09-January 07

Posted 22 April 2011 - 06:58 PM

I still use the classic database so not sure if this will help you but I just access on the menu "database/report" and then deselect transmitted and accepted from the efile status on the right hand side. I can then print a report showing all files and their status.
0

#4 User is offline   philvan Icon

  • New Member
  • Pip
  • Group: Members
  • Posts: 15
  • Joined: 04-April 11

Posted 02 May 2011 - 10:53 PM

the best way is to find out who you HAVE efiled and got accepted, then deducing those who aren't by cross-matching that with your complete client list.
human error can accidentally change the file status
you do this by clicking goto-->client ecplorer--> filter then ticking the criterias that you wish on the bottom.
0

Page 1 of 1
  • You cannot start a new topic
  • You cannot reply to this topic

1 User(s) are reading this topic
0 members, 1 guests, 0 anonymous users