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Is there a way to make every client automatically check the "File State or City Returns Electronically"?

Jtax LLC
Level 3

I have to scroll down and click the checkbox next to "File State or City Returns Electronically" in Part IV of the Federal info worksheet. Is there a way to have that automatically checked on every client?

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1 Comment 1
Just-Lisa-Now-
Level 15
Level 15

You can Edit the Client template and all NEW clients will have that box automatically checked, it wont affect current client files though.   

To edit the client template, open any client file, TOOLS > Edit Client Template


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