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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    How to transfer clients WITHOUT the "Transferred for EF"?

    aifin
    Level 2
    ‎12-06-2019 06:46 PM
     
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    1 Best Answer

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    IRonMaN
    Level 15
    ‎12-06-2019 06:46 PM

    I don't think you can.


    Slava Ukraini!

    View solution in original post

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    5 Comments 5
    IRonMaN
    Level 15
    ‎12-06-2019 06:46 PM

    I don't think you can.


    Slava Ukraini!
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-06-2019 06:46 PM
    If you unmark the Efile boxes on them before transferring....does it still say it?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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    aifin
    Level 2
    ‎12-06-2019 06:46 PM
    Thanks...yeah that will work, but we have 1,500 + clients, it will take forever
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    Marc-TaxMan
    Level 8
    ‎12-06-2019 06:46 PM
    you can mark no E-File on the template before you transfer
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    Just-Lisa-Now-
    Level 15
    Level 15
    ‎12-06-2019 06:46 PM
    @aifin what's the reason behind wanting it to not say Transferred for EF?  Maybe someone can help you find a different way to make what you're trying to do happen.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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