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Is there a way to search for the spouse in proconnect (PTO)? Many of my clients have spouses with different last names. Furthermore the spouse is the main point of contact. So when I go to search for the tax return, I have forgotten the taxpayer's (TP) name. It appears to me that PTO only searches for the TP.
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Unfortunately not.
My workaround for you would be to name your return Husband LastName & Wife LastName so that you can locate the return easily using the search box on the Tax returns dashboard.
Still an AllStar
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That works. This is the first year and we converted from another software so only the taxpayer's name came over in the name.
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I'm relieved to read the rest of the post. I saw "spouse search" and I was afraid Intuit had added a dating service to generate some extra cash from this place.
Slava Ukraini!
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I'm single if there are any SWF tax preparer's out there. 😉
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@IRonMaN wrote:
I'm relieved to read the rest of the post. I saw "spouse search" and I was afraid Intuit had added a dating service to generate some extra cash from this place.
Brings back memories about Chuck Woolery and Love Connection.
Still an AllStar
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If @itonewbie wants to go with Love Connection - @taxsolutions how many dates would you go on before you asked her to see her W-2?
Slava Ukraini!
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Probably more than she would. Lol
