Discussion ongoing
Query reports from PTO
We would love to be able to query our returns to compile downloadable lists of subsets of clients based on forms or other data in their return. For example, if there is a law change in CA, it'd be nice to run a report for all CA clients. Or to set-up estimates reminders in our system, to be able to pull a report for all clients' with a 1040-ES populated in the return. Thanks for your consideration.
