Client list for specific slip, (ex T4 slip), is there a way to print off a list of each client that a T4 slip has been prepared for from Profile for a specific year.

I would like a list for different slips. For example, I would like to be able to print off a list of all clients who had a T4 slip in 2016 from Profile, and would like to do the same thing for the T3 and T5 slips. I don't need the slips, just a name of the clients who had the slips in their file.

Answer

    We can do this by generating a report using either Client Explorer or Classic database. For example in the client explorer, how I would do this is I would query the field: {T4DTable.S[0,2]} - Which is the client first name on the T4Details section in FX, and generate a report that returns a value on this query.

    These articles may be useful to you in generating these reports.

    Client Explorer:

    https://profile-en.community.intuit.ca/articles/1623919-how-to-export-profile-data-into-excel-with-c... 

    Classic Database:

    https://profile-en.community.intuit.ca/articles/1623934-how-to-export-profile-data-into-excel-with-c... 

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