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TJP
Level 2
Sep 2, 2020 11:28 PM UTC
Question

SORT CLIENTS

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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    2 replies

    George4Tacks
    George4Tacks
    Level 15
    Sep 3, 2020 3:29 PM UTC

    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!
    TJPAuthor
    Level 2
    Sep 4, 2020 12:15 AM UTC

    Thank you so much George4Tacks, it worked perfectly! 😉

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