taxsolutions
Level 3
02-12-2024
03:17 PM
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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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