Comment
Level 4

There isn't a Client List screen field. There aren't many fields for states, even CA.

No idea how to use the ODBC connection, nor do I have time to learn.

Yes, selecting all of my clients and choosing a page in the return to print to pdf works. But there are a lot of clients and this is tedious and time consuming.

This is a real problem because if the client does not make the 6/15 payment to CA they do not get to take advantage of this tax benefit for the year. It can't be decided later. If they don't pay enough, they can't do it later either.

If you added one or two of the relevant fields to the client list screen it would reasonably solve this problem (in my opinion).