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I have new clients who I haven't processed a return in ProConnect. How do I do a tax plan for them

jfarmercpa
Level 2

I would like to be able to use the ITA with a new client who I haven't processed a return for in Proconnect.

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1 Comment 1
George4Tacks
Level 15

Process them by printing a pdf (do not e-file) then do your thing. 


Answers are easy. Questions are hard!
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