Slip Sheet

[jgillespie]

Is there a way to get the firm telephone number to show on the slip sheet that prints with the client's return?

[lbones]

I go to the slip sheet, right click and override on prerparer phone number and type in my own.  Long way around the horn but it works for me.

[jgillespie]

Do you do that on every return? Because I've done that on the client template, but it still doesn't seem to show up on the returns.

[lbones]

Yes, I do it on all the returns.  I have never been able to figure a way to do it on the template.  Just do it by habit now, takes just a few seconds per return.  

[jgillespie]

Thank you. Hopefully they'll figure out a way to edit the template so it shows up automatically.

[AshleyatIntuit · Accepted solution]

From within a client go to TOOLS and GLOBAL SLIPSHEET OPTIONS, there is a checkbox for Firms telephone number.  Making a change their will be for ALL CLIENTS

Edit:  That information pulls directly from what's entered in TOOLS> OPTIONS> FIRM/PREPARER INFO

[jgillespie]

That worked. Thank you!

[lbones]

Right there in front of my eyes and I never saw it.

Thak you!!