Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Idea Exchange
- :
- Filtering based on state forms
Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Printer Friendly Page
- Report Inappropriate Content
Filtering based on state forms
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Filtering based on state forms
Filtering based on state forms
Submitted by KiraCSMD on 11-20-2023 05:19 PMWe 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
Find more ideas labeled with
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".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
1 Comment
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.