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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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