Adding and Filtering Data Columns for Affected Clients

You can add and remove columns of tax return data on the Affected Clients list. The columns of data that are available for display vary by event. Adding more data columns provides more context about each client's situation and can help you make more informed decisions about which opportunities to pursue.

You can add, remove, and filter event-specific columns of data to the client list. This additional data provides more context about each client’s situation.

After adding and removing columns as needed, you can then export the modified list for further filtering in Microsoft® Excel®. To add, remove, or reset columns, click the Edit Columns button .

Each column in the affected clients list can be used as a filter. For instance, to review your high net-worth clients, begin by filtering the "Adjusted Gross Income” column to be greater than $100,000.

1. Click the filter icon displayed in the header of the column you want to filter.

2. Select the operator(s) you want to use (ie. Greater than, Equals, etc).

3. Click Apply.