How to filter files for disability tax credit claims

[kbowerhusul]

I would like to filter all of my files to see how many clients I have who are claiming the disability tax credit. I don’t know how or where to filter.

[dominique_dabolczi]

@kbowerhusul
As far as I know to this point, there is no out-of-the-box way to filter for DTC claimed for self or DTC residual claimed for another. I could be mistaken.

Alternately, you may consider using custom fields to set this up. You can search, report, and possibly more based on custom fields.

To learn more search the ProTaxCommunity.com channel for the term “custom fields”. The search field is in the top bar at the right hand corner. This is one discussion thread from such a search.

Custom Fields - what to use and how

I am setting up custom fields and tags in my CRM, workflow, and project management apps. I am wondering what custom fields others are using in TaxCycle. Please share field name, taxonomy structure, and use case if you are willing to share this information. In particular, I am interested in adding only those custom fields that would be useful within TaxCycle to make the tax preparation and filing processes faster, better, easier to review, or adds value. Does anyone use custom fields with temp…

Or, you may search the TaxCycle.com support blogs and videos for “custom fields”.
Search - TaxCycle

[kbowerhusul]

Thank you! I will have a look into custom fields. I appreciate the help.

[BertMulderCGA]

Search for Clients

[mike]

You could just input “T2201” into the Client Manager search box