Love this tool, yet the states needs more attention.
Few examples.
1. State withholdings entered in the Federal adjustment screen under wages are not reflected in the state tab. I have to manually add this as a "taxpayer state withholding adjustment at the bottom," not helpful.
2. State estimated payment does not show up in the actual client report. This needs to be added.
3. the refund or amount due in state is not consistent with Federal. One is negative for refund and the other is not.
4. on the client report, project estimates and payments at times dont align well.
Thank you for your detailed feedback. In the future, please submit one idea at a time, that way we can open for voting. We completely agree with number 1 and there are other ideas to vote on this in the exchange. For 2,3,4 we recently added Federal and State Estimated Payment sheets to the report (Proposal and the Estimated Tax Payment Plan) that resolve these suggestions. Thank you for using ITA and continuing to provide valuable feedback to help us improve.
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