Solved: Is there a default option to have the paid preparer "check the box" P.O.A. option always checked yes on transferring and or creating a new 1120S, 1065, 1040?

bill4 · ‎12-07-2019

Just-Lisa-Now- · ‎12-07-2019

You can "Edit Client template" to have certain boxes checked automatically for any new clients...it wont work any current clients though, only new ones.

From a regular Homebase View, click Tools > Edit Client Template and choose which return type you want to edit.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

Just-Lisa-Now- · ‎12-07-2019

You can "Edit Client template" to have certain boxes checked automatically for any new clients...it wont work any current clients though, only new ones.

From a regular Homebase View, click Tools > Edit Client Template and choose which return type you want to edit.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Is there a default option to have the paid preparer "check the box" P.O.A. option always checked yes on transferring and or creating a new 1120S, 1065, 1040?

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