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Client Snapshot

GodFather
Level 8

There is an option under the View title that offers the ability to see a summary of the client information, including their refund / amount due status.  I'm only able to see information from the federal and one state.  Even if there is more than one state in the return, it only provides information on one state.  What am I doing wrong?  Is there an option to populate the view with more than one state?  Possibly additional information?

0 Cheers
3 Comments 3
dkh
Level 15

It only shows the state return that matches the state of taxpayers address.  

Hopefully some Intuit employee will see this .

GodFather
Level 8

Thanks for your post.  Why not expand this to show any state that is completed??  Hopefully there is an employee from Intuit who views this and can chime in.  

IRonMaN
Level 15

"Hopefully there is an employee from Intuit who views this and can chime in"

I don't know if anyone from Intuit knows how to play the chimes.


Slava Ukraini!