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Level 6
Feb 23, 2024 10:54 PM UTC
Solved

new clients and extension

All my new clients are opening with the efile extensions marked off.  Not a big deal but I have to go and deselect them.  

Is there an option somewhere that I inadvertently selected?

This topic has been closed for replies.
Just-Lisa-Now-
Intuit Community Champion
Feb 24, 2024 12:09 AM UTC

Open a client file   Tools > Edit Client Template   and see if that box is checked, if so, uncheck it that would affect all new clients.

Unless theres a place in the Tools >Options to mark it, but I cant say Ive ever ran across it

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

2 replies

Just-Lisa-Now-
Intuit Community Champion
Feb 24, 2024 12:09 AM UTC

Open a client file   Tools > Edit Client Template   and see if that box is checked, if so, uncheck it that would affect all new clients.

Unless theres a place in the Tools >Options to mark it, but I cant say Ive ever ran across it

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 6
Feb 24, 2024 6:24 PM UTC

Thank you, I must have checked it in the template without meaning too.