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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Filter to show returns filed in multiple states
Filter to show returns filed in multiple states
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lisa10
Level 2
06-24-2021
04:03 PM
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Is there a way to filter or add a column that will show ALL of the states that a client files in and not only their state of residence?
We have several clients who file in multiple states other then their state of residence, and it would be helpful to be able to see the different states. There were a handful of states that didn't extend along with the federal extended filing deadline this year, and it would have been nice to be able to see/filter those quickly.
Thanks!
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George4Tacks
Level 15
06-24-2021
07:21 PM
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That would be a wonderful addition to the software. Offer it at https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604
Even just having the states show individually in the client screen would be a great help. In the meantime, I suggest you develop a spreadsheet.
Here's wishing you many Happy Returns
