I manually check the box that the bank account is not a foreign one. None of my clients have ever had a foreign one in four decades. Is there a way to check all these boxes at once rather than individually?
I do not think so... They want you to answer it individually since this is an important issue to them... There are some things that they do not want us to do a one-time blanket answer for... Just my opinion...
You should be able to Edit the Client Template and all NEW clients would have that box autochecked, but it won't apply to current client files. Tools > Edit Client Template
Thanks. I couldn't quite figure it out, but I'm not taking new clients, and it's just one little box. As always, I should have asked you guys years ago!
