DatabaseRobert
Level 4
05-19-2022
12:59 PM
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I take it back: JasonAtIntuit posted the following for an SQL connection to see efiling info.
https://proconnect.intuit.com/community/lacerte-sdk-group/sql-to-join-efstatus-to-client-info/gpm-p/...
For me, working in Paradox, I would start from the Data1/client info table, connect the client # (c1_0) field to the EFilings table on the "ClientID" field, and then connect that to the EFStatuses table on the "Id" [line number] field.
That way you can see the Client # & names (from Data1), the module & state (from EFilings table, EFid field), and what is going on with it (from EFStatuses table, EF Status field) and when (same table, EFStatusDate field [also contains time]).
Robert Kirk
Derwood, MD