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I WANT TO KNOW IF WITHIN THE INTUIT / PROSERIES SOFTWARE DOES IT PROVIDE A SUMMARY REPORT FOR TOTAL DOLLAR AMOUNT OR TOTAL TAX RETURNS PREPARED FOR THE YEAR

zmtax
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Just-Lisa-Now-
Level 15
Level 15

Homebase has numbers down the left side margin that show you the count of returns.

If by dollar amount you mean your invoiced amount, the only way to figure that would be to customize the Homebase columns to include the invoice amount, then add up the column yourself.

ProSeries does not contain this information in any type of report or summary.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

Homebase has numbers down the left side margin that show you the count of returns.

If by dollar amount you mean your invoiced amount, the only way to figure that would be to customize the Homebase columns to include the invoice amount, then add up the column yourself.

ProSeries does not contain this information in any type of report or summary.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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qbteachmt
Level 15

You already asked this, three hours earlier, here:

https://accountants-community.intuit.com/questions/1775873-good-morning-how-do-i-obtain-a-software-r...


And got answers there. I will close this duplicate.


And it helps NOT to enter text using all Capital Letters; that is rude and the equivalent of Shouting at everyone. Thanks.


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