PhoebeRoberts
Level 11
12-02-2021
09:22 AM
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These filters?
Those are all separately-filed state returns. The filter you might want is the generic "State e-file Status," which lets you filter by the status of the main state's income tax return.
Might I also suggest the e-file Center View.
In our office, we use a custom filter that identifies all the returns that are in a certain status range (Statuses 12 and 13 are "to be delivered" and "final" in our office), are set up as e-file returns, and have a Federal e-file status that isn't "e-file complete." That filter shows me just the people for whom the returns are done but not successfully e-filed.
Switching software is pretty awful. We test-drove UltraTax long enough for me to be sure I preferred the devil I knew.