Updated - works after all. :: Filter for clients w/2106? "Client Grp Selectn (F3)/Other/Field Name "Form 2106 is Yes" doesn't give all the clients it should.


Thanks for the response about locked clients.  As it turns out, though, it appears Lacerte wasn't really missing clients; we just had fewer clients with 2106's than we thought.  Since I had posted the idea that filters were not working, I figured I should retract that here, too.  Good to know! :)

Original Post:

I have used Lacerte filters a lot over the years - usually to find all clients finalized in a given month. That usually works fine, but I've learned recently that some appear to be pretty useless.  For ex., we're trying to find all clients in 2017 Tax who had Employee Expenses on a 2106, which should be around 100 people, we think. Have tried several times using F3 on client screen (choosing Other, choosing Form 2106, "Is" and "Yes") and also by instead adding a Custom Filter with the dropdown menu.  Consistently get just 32 clients, not nearly 100. (Others that didn't work for me recently were filtering in 2017 Tax for all who had a Schedule C, and all who itemized.)

Any idea what we might be missing?

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