0 Cheers
itonewbie
Level 15

Not as a preparer if you choose 3 = Self-Prepared under General > Client Information, in the Miscellaneous Info section, on the line for Prepared by.

---------------------------------------------------------------------------------
Still an AllStar
0 Cheers
clarksbs
Level 2

HOW does one prepare their own taxes in ProConnect? I am a tax preparer. I have my own ProAdvisor account with my firm's books. HOW do I import my own books to ProConnect to file my own tax return? I can only see how to file a CLIENT'S tax return.

0 Cheers
Accountant-Man
Level 13

Rather than importing the books, can just just manually enter the info?

** I'm still a champion... of the world! Even without The Lounge.