The wife was the contact person and I set up a Link account with her.

The Proseries tax file was set up with her in the TP position to do the Link invite.

Now I would like to mover her to the spouse position and her husband to the TP position.

Will this create any issues: Does it mess up the association of the tax file to Link?

Does the file keep the same file name when I save it in ProSeries?