How to transfer clients WITHOUT the "Transferred for EF"?

[IRonMaN · Accepted solution]

I don't think you can.

[Just-Lisa-Now-]

If you unmark the Efile boxes on them before transferring....does it still say it?

[aifin]

Thanks...yeah that will work, but we have 1,500 + clients, it will take forever

[Marc-TaxMan]

you can mark no E-File on the template before you transfer

[Just-Lisa-Now-]

@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.