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
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Profile Database Query
#2
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
Bob Kerr
horizontax@shaw.ca
#3
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.
#4
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.
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.
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