I transfer all clients in November precisely to check all 8867 boxes. Also the crypto box. Also the driver license box and find expired ones to contact client. Once Virginia software is available, it takes a loong time to figure out what county they live in. I also type in the vehicle numbers from a prior year and check all the boxes, and during tax season just correct the business mileage. For Sch E I check the 3 pink boxes at the top. For teachers I deduct their $250. For divorces I look up the divorce date from prior year. I get rid of all pop-up error boxes. It takes two weeks to do this clean-up because the job is so tedious I must take breaks. Software could and should do most of this instead.