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Level 3
July 8, 2026
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ProConnect: Both taxpayers names listed in Client section

  • July 8, 2026
  • 1 reply
  • 8 views

In the Client section, can we have a space to add both taxpayer’s names.   Many times, the two married people have different last names.    Currently the Last Name field does not allow enough text spaces to add another name or a long name.   It would be good if there was a separate place for both taxpayers first and last name.     It would also be very helpful if the Client Excel download included both taxpayer names.

 

1 reply

Moderator
July 10, 2026

Hi ​@TrishT I have converted your post to an idea so it can be voted on.  When ideas are submitted, other tax professionals can vote on them, which helps our development teams prioritize and plan future enhancements. 

 

Encourage others to vote on this idea as well. Thanks for sharing and for being a part of the community.