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Financial Institution Download Issue

Buckybad33
Level 1

When attempting to activate and notify client for Financial Institution Downloads, I get the following error message. "This client was not activated to use Financial Institution Downloads because they are missing required information [Preparer Info.]. The First Name, Last Name, SSN, and ZIP code are required for the client to sign into TaxFormDropoff.Intuit.com"

Does anyone know how I can correct this issue? Thank you in advance.

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