SET DEFAULT INFORMATION ON FEDERAL INFORMATION WORKSHEET
I cannot find where I can change the default settings on the information worksheet. I know I have done it before, but now I cannot find where it is.
I cannot find where I can change the default settings on the information worksheet. I know I have done it before, but now I cannot find where it is.
You can Edit the client template, but that only changes the defaults on new clients, not existing ones.
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