New
Data Mine Electronic payment estimated tax
We would like to set up a reminder email to clients who elected to make electronic estimated payments and would like to pull the list of clients either by export to .csv file or through the database reports function. It is my understanding that the indicator checkbox found on screen 3 is not an accessible field. If this field could be made accessible, then the report could be pulled via Lacerte and a separate spreadsheet would not need to be maintained to send the emails.
