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Is there a way to get the firm telephone number to show on the slip sheet that prints with the client's return?
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I go to the slip sheet, right click and override on prerparer phone number and type in my own. Long way around the horn but it works for me.
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Do you do that on every return? Because I've done that on the client template, but it still doesn't seem to show up on the returns.
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Yes, I do it on all the returns. I have never been able to figure a way to do it on the template. Just do it by habit now, takes just a few seconds per return.
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Thank you. Hopefully they'll figure out a way to edit the template so it shows up automatically.
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From within a client go to TOOLS and GLOBAL SLIPSHEET OPTIONS, there is a checkbox for Firms telephone number. Making a change their will be for ALL CLIENTS
Edit: That information pulls directly from what's entered in TOOLS> OPTIONS> FIRM/PREPARER INFO
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That worked. Thank you!
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Right there in front of my eyes and I never saw it.
Thak you!!