davegibbtaxprep
Level 2
07-01-2020
11:23 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
how do I remove dormant names from the client e-file list.
thank you
davegibbtaxprep
Labels
Level 15
07-01-2020
01:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You have 2 options.
1. Go into a regular Homebase View and Delete the client.
2. Open each "dormant" client and uncheck the EF boxes on the federal information worksheet...be sure to switch over to the state return before saving/exiting so that both fed and state disappear from the EFCenter.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪