Is there a way to quick search clients that have rental properties.
For T1 clients, go to the Client Manager and do a search for T776. That’ll filter all returns to show only the ones with a rental property.
You can also further filter the list by choosing the tax year or any of the other filters available.
That was way too simple! Thank you!!! I don’t know why I couldn’t wrap my brain around that!!
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With time, it all comes naturally!