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Level 3
January 12, 2024
Question

Is there a way to make every client automatically check the "File State or City Returns Electronically"?

  • January 12, 2024
  • 1 reply
  • 4 views

I have to scroll down and click the checkbox next to "File State or City Returns Electronically" in Part IV of the Federal info worksheet. Is there a way to have that automatically checked on every client?

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1 reply

Just-Lisa-Now-
Intuit Community Champion
January 12, 2024

You can Edit the Client template and all NEW clients will have that box automatically checked, it wont affect current client files though.   

To edit the client template, open any client file, TOOLS > Edit Client Template

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