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I manually check the box that the bank account is not a foreign one. None of my clients have ever had a foreign one in four decades. Is there a way to check all these boxes at once rather than individually?
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I do not think so... They want you to answer it individually since this is an important issue to them... There are some things that they do not want us to do a one-time blanket answer for... Just my opinion...
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I do not think so... They want you to answer it individually since this is an important issue to them... There are some things that they do not want us to do a one-time blanket answer for... Just my opinion...
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Tools > Edit Client Template
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Thanks. I couldn't quite figure it out, but I'm not taking new clients, and it's just one little box. As always, I should have asked you guys years ago!