KarlaS
Level 1
 
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KarlaS
Level 1

...or populate the data in ProConnect?

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IRonMaN
Level 15

Yes, I believe they call it Turddotaxx or something like that.


Slava Ukraini!
qbteachmt
Level 15

This is an interesting question, because it's not "their" account. It's Yours, as their professional tax preparer, working on their return. If you want them to enter their info into their return, you'd be out of a job.

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KarlaS
Level 1

I just reworded the question...I realize I said "tax return" but meant ProConnect profile information.

So...Is there a way a client can input general data and it will populate in ProConnect?

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sjrcpa
Level 15

Where would they enter it?

You as the preparer pay for the software. Your clients don't have access to it.


The more I know the more I don’t know.
qbteachmt
Level 15

Perhaps you want something like...

https://proconnect.intuit.com/link/taxpayer/

https://proconnect.intuit.com/link/training/

 

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Don't yell at us; we're volunteers

View solution in original post

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KarlaS
Level 1

Thank you for sharing.

I contacted customer support yesterday and this is what they instructed me to do.

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