AE TAX DEFAULT POSTAL ADDRESS
Our Tax Returns (even new clients) postal address defaults to "Use Client address N". Is there anyway we can set our practice to have the Tax Return postal addresses default to client instead of our practice?
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Hi Lou_Apps
By default, the software uses "Use Client address N" for the postal address. From what I can see, there is no way to change the default option for this field.
I have noticed however, that if you select Y (eg. a 2019 return) and roll over the return into the next finanical year (eg. into 2020), it retains the option of Y for the Use Client address field.
Regards,
Sandy
Client Support Representative
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