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Level 6
February 23, 2024
Solved

new clients and extension

  • February 23, 2024
  • 1 reply
  • 12 views

All my new clients are opening with the efile extensions marked off.  Not a big deal but I have to go and deselect them.  

Is there an option somewhere that I inadvertently selected?

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Open a client file   Tools > Edit Client Template   and see if that box is checked, if so, uncheck it that would affect all new clients.

Unless theres a place in the Tools >Options to mark it, but I cant say Ive ever ran across it

1 reply

Just-Lisa-Now-
Intuit Community Champion
February 24, 2024

Open a client file   Tools > Edit Client Template   and see if that box is checked, if so, uncheck it that would affect all new clients.

Unless theres a place in the Tools >Options to mark it, but I cant say Ive ever ran across it

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 6
February 24, 2024

Thank you, I must have checked it in the template without meaning too.