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    • Created with Sketch. See what's trending for the upcoming tax season. Lacerte | ProConnect | ProSeries
    Created with Sketch. See what's trending for the upcoming tax season. Lacerte | ProConnect | ProSeries
    KiraCSMD
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    • Filtering based on state forms

      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 o...
      KiraCSMD
      1
      Dec 01, 2023
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