Filtering based on state forms

[KiraCSMD]

We can filter the clients based on Federal forms, but I would like the option to filter based on state forms.  Or even different types of payments.  We have the option of payments and estimated payments, or even LLC tax payments, but in the state of CA, there are PTE payments also.  Right now I have no easy way to see which clients have PTE payments due - either through filtering by form or by payments t

[Anonymous]

Thanks for the idea to filter clients based on state forms or types of payments (like federal forms) . We are changing the status to "Open for voting".

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