Helpful filter uses

The filter system can be very useful for a variety of tasks, both during the tax season and year-round. Below are a few examples of practical filter uses.

• List your own clients or those of another ACCOUNTANT in the firm

  In a larger firm, it is useful to be able to list only your own clients, not only to speed up your operation of the program but also to avoid overlooking clients. This is particularly important on a network where many users are accessing the same database.

• List clients whose data processing is overdue

  During the tax season, you can filter out all the clients who have not yet been processed in order to schedule work sessions on their files.

• List all clients who will turn 65 years old this year

  This enables you to generate a list of clients to contact in order to discuss retirement income investment plans.

• Use filters in combination with other features

  Filters can be used with any procedure that picks up marked clients in the client list in order to make that particular procedure selective.

  For instance, filters can be used for

• batch calculations
• printing client list data
• printing mailing labels
• printing keyword data
• changing accountant codes
• changing processing statuses
• extracting client data.