I would like to run a data mining for tax year 2025 by office ID That’s where i have my employees name under so i know when i bring up the engagement i can see who prepared it. Can anyone help?
You could do this easily in the client manager with one of the quick reports and layouts where you include that field from the engagement screen. I use an Autohotkey script to update fields on the engagement screen to record the return status when done editing a T1. I have a quick report on the Client Manager that includes the fields I use to update the status. Updating the fields takes about 10 seconds.