Karl
Level 8
Level 8

Since you received the confirmation from support that there's no global option setting on this, I would build the clean-up of this into your firm's processing of tax returns.  Add "make sure 'suppress organizer' is unchecked" to your checklist, etc., a step to be done before locking the file this tax season.

Also, make an Excel list this year to track which clients had it checked and that you unchecked them all.  On the off-chance that you have a bug of some kind, this is the kind of data you'll need next year for Support to help you further.

I'm sorry, it's frustrating. When I converted from Drake 3-4 yrs ago, I didn't learn until a month into busy season that "allow discussions with third party designee" was default overridden to "no."  Couldn't talk to the IRS about a return when tuition deduction was reinstated in Feb for the prior tax year and it changed my client's tax situation.  Ugh!  Had to just keep a list of the locked returns and change it the next year.

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