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Financial Institution Download Issue
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Buckybad33
Level 1
02-07-2022
10:29 AM
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When attempting to activate and notify client for Financial Institution Downloads, I get the following error message. "This client was not activated to use Financial Institution Downloads because they are missing required information [Preparer Info.]. The First Name, Last Name, SSN, and ZIP code are required for the client to sign into TaxFormDropoff.Intuit.com"
Does anyone know how I can correct this issue? Thank you in advance.
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