Is there any way to sort T1's by form number i.e. T2125 if one wanted to know how many self-employed clients there were?



You need to have Premier version of ProFile T1 module to find out how returns you have prepared for self employed taxpayers.  Using the ProFile database feature (Client Explorer) you can create a filtered view to list all the clients that have self employed income using this query (free format expression) "Line162 greater than (symbol) 0" or "Line135  greater than or less than (symbol) 0".  Then do "Database -- Select All" to select all the clients in the view to get a count of total returns that you have prepared for self employed taxpayers.  You may also produce a list of all these clients if you so desire.

In case you need additional assistance to accomplish your task please call ProFile toll-free support line at 1 800 452 9970 for help.

Hope this helps.
Was this answer helpful? Yes No

No answers have been posted

More Actions

People come to ProFile for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: