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GOOD MORNING HOW DO I OBTAIN A SOFTWARE REPORT IDENTIFYING THE TOTAL NUMBER OF FEDERAL INCOME TAX RETURNS PREPARED IN EACH OF THE LAST 3 YEARS

zmtax
Level 1

I need an annual report of how many federal income tax RETURNS I prepared in Dollars and in number

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Accountant-Man
Level 13

You can add the column for Fee, then export the Home Base into Excel.

** I'm still a champion... of the world! Even without The Lounge.

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4 Comments 4
TaxGuyBill
Level 15
The number of RETURNS (the tax forms themselves) are not in dollar amounts.  You should just be able to look at Homebase to see how many tax RETURNS you did each year.

Are you actually looking for the number of tax returns that had REFUNDS each year?
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Just-Lisa-Now-
Level 15
Level 15
You can customize the column headings in Homebase to include your invoice amount, then drag out the adding machine and tally them up (if the dollars youre referring to is the dollars you charged the clients)

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Marc-TaxMan
Level 8
IRS tracks how many you e-file.  That's on IRS Pro page, probably called My Account
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Accountant-Man
Level 13

You can add the column for Fee, then export the Home Base into Excel.

** I'm still a champion... of the world! Even without The Lounge.
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