Just-Lisa-Now-
Level 15
Level 15

I thought there was an option for that, but Im not seeing it.

Since this is your first year, all your clients will be new clients?    You can edit the client template for that section to always be filled in.

 

Open a client file> Edit Client Template   Choose your return type, when it opens, scroll down to the Third Party Designees section and complete it.   Now exit and save.   All new clients will have that section completed with the info you input.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪