I Selected Auto fill on the paid preparer due diligence checklist, but it would not auto populate the information like it should? Do i need to set this up? How do I do so? I would think it would just auto fill. Thanks

Labels (1)
0 Cheers
Level 15
Level 15

On the DD worksheets?    Once you click the autofill box, you need to go to line 1 and check that as yes or no also.

And it wont auto fill ALL the answers in, you still need to go through and check the proper boxes.  It only auto checks things that can be determined by information previously completed on the fed info worksheet.


Hi, thanks for the reply. I figured it out, somehow it or I accidentally created 2 copies of the due diligence and I landed on the 2nd copy, where as all was auto filled on first copy. Thank you