client checklist

[Bionic]

can line items be deleted from the additional paperwork section of the client checklist?

[Just-Lisa-Now-]

Remove them from the tax return and they disappear from the list.

[Bionic]

Not the answer I wanted, but was the answer I needed.  Thank you.

[lefty]

Yes they can!

Last year the line at bottom requesting Qucken/Quickboos statements caused extra work for my offie with clients asking if they needed to use Quickbooks now?

Edit: c:\ProNet<TY>\common\GlobalText.xml
Before:
<custom>
<check id='CheckNameAddr' edittype='check' desc='Show Name Address:' >show</check>
<text id='Salutation' desc='Salutation:' >Dear</text>
<addend>Your check book register</addend>
<addend>Quicken/QuickBooks statements</addend>

After:

<custom>
<check id='CheckNameAddr' edittype='check' desc='Show Name Address:' >show</check>
<text id='Salutation' desc='Salutation:' >Dear</text>
<addend>Drivers license(s)</addend>
<addend>Stimulus Payments (if received) </addend>
<text id='closer' desc='Closing:' >Sincerely,</text>

[IntuitAngela_13]

@Bionic Just click into the line you want to delete, it will then highlight in yellow and then click the X in the field. Then scroll to the bottom the Checklist Preview and click Save for All Clients, if you want that selection to be removed for all of your clients.

[lefty]

Yes this is GUI method. We have over 1000 clients and sent out customized Checklist to certain Queries. So we can save off versions of this template.