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March 31, 2023
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Comprehensive Database Report for Clients with Multiple State Returns

Related products:Lacerte
  • March 31, 2023
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In light of this recent extension for California, it has been necessary to file extensions for client with states other than California. However, the database report only shows the resident state. I propose that there be an option to list all filing states for a client so you can get a more comprehensive overlook of their status.

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