Filtering

Tools Filtering...

The Filtering Tool is ideal for removing returns based upon a currency constraint. For example, you may want to remove all 1099-NEC recipients who earned strictly less than $600 in Nonemployee compensation for the year.

Tools Filtering

Filtering Constraints Dialog

In order to create the currency constraint for the example above,

•	Select Filtering from the Tools menu.

•	Select the Nonemployee Currency Field

•	Select strictly less than, <

•	Enter a threshold of 600.00

•	Click the check mark to create currency constraint "Nonemployee < $600.00"

Click Begin to filter all returns satisfying the currency constraint.

Notes

•	Multiple constraints must all be satisfied simultaneously.

•	Filtered records are marked VOID, not deleted.