PhoebeRoberts
Level 11
Level 11

These filters?

Screenshot 2021-12-02 091407.png

 

Those are all separately-filed state returns. The filter you might want is the generic "State e-file Status," which lets you filter by the status of the main state's income tax return.

Might I also suggest the e-file Center View.

In our office, we use a custom filter that identifies all the returns that are in a certain status range (Statuses 12 and 13 are "to be delivered" and "final" in our office), are set up as e-file returns, and have a Federal e-file status that isn't "e-file complete." That filter shows me just the people for whom the returns are done but not successfully e-filed.

Switching software is pretty awful. We test-drove UltraTax long enough for me to be sure I preferred the devil I knew.