TJP
Level 1
09-02-2020
06:28 PM
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Is it possible to sort clients by upcoming CA tax payments due that are to be paid electronically? If so, how do I do this?
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George4Tacks
Level 15
09-03-2020
10:29 AM
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I would just start with the GIVEN > Look in left column for CA Est e-file Status > Accepted.
Also go to Settings > Options > Items to display > State Information > State Estim 1st Qtr > add with the > and repeat for the next two (Maybe just select 4th, since CA skips one)
Here's wishing you many Happy Returns
TJP
Level 1
09-03-2020
07:15 PM
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Thank you so much George4Tacks, it worked perfectly! 😉
