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SORT CLIENTS

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Level 1

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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2 Replies 2
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Level 15

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)


ex-AllStar
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Level 1

Thank you so much George4Tacks, it worked perfectly! 😉

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