DDANA
Level 3

Please add option in Tools - Option - Miscellaneous page

Add Checkboxes like Client Information Status - check to auto calculate the Client Status form

Client Billing Information - check to auto select Client Bill Information

Identity Verification Worksheet - check to auto select Identity Verification Worksheet

these forms are always used by vast majority of tax preparers and would save countless hours if auto check option were available...

0 Cheers