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How to transfer clients WITHOUT the "Transferred for EF"?

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Level 2
 
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Level 15

I don't think you can.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

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Level 15

I don't think you can.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

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Level 15
Level 15
If you unmark the Efile boxes on them before transferring....does it still say it?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 2
Thanks...yeah that will work, but we have 1,500 + clients, it will take forever
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Level 8
you can mark no E-File on the template before you transfer
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Level 15
Level 15
@aifin what's the reason behind wanting it to not say Transferred for EF?  Maybe someone can help you find a different way to make what you're trying to do happen.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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