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General Information - Checklist Page: Client Billing Information and Identity Verification Worksheet must be re checked for every client every year

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...

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