Is there any way to get a report that shows which clients had NY LLC tax from previous year?
It's not one of the filters under State custom reports.
Possibly you could set up a Custom Filter https://proconnect.intuit.com/community/help-articles/help/creating-a-custom-client-filter/00/4032
Thanks, I tried that but the LLC form is not one of the filters.
Use Ctrl + L to open a ticket with Lacerte and ask them WHY NOT?
I sent tech support an email but they never responded..
I probably went into the equivalent of Help > Lacerte Feedback, which can take years to get a response.