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T
TJP
Level 2
September 2, 2020
Question

SORT CLIENTS

  • September 2, 2020
  • 1 reply
  • 3 views

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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    1 reply

    George4Tacks
    George4Tacks
    Level 15
    September 3, 2020

    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)

    Answers are easy. Questions are hard!
    T
    TJPAuthor
    Level 2
    September 4, 2020

    Thank you so much George4Tacks, it worked perfectly! 😉

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