Query reports from PTO

[HilaryCPAatPAS]

We would love to be able to query our returns to compile downloadable lists of subsets of clients based on forms or other data in their return.  For example, if there is a law change in CA, it'd be nice to run a report for all CA clients.  Or to set-up estimates reminders in our system, to be able to pull a report for all clients' with a 1040-ES populated in the return.  Thanks for your consideration.

[Anonymous]

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.