ProConnect Tax Idea Exchange
Submitted by MJP_CTM on 04-30-2025 12:51 PMWhenever a client moves, and I enter their updated address within the Tax Return area in PTO, it does not automatically update in the Client Section of PTO. Today, it requires a second step, to go back into the Clients section on the left side of PTO in order to update the address. Essentially we are keying in the same data twice. The client's address in the Invoice feature in PTO is pulling from the Clients section instead of the Tax Return. I am requesting that Client Address be updated automatically in the Clients section, when it is updated in the current year Tax Return.
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