Copying a completed tax return to a different client account

Forum|Forum|2 months ago
April 5, 2026
1 reply
0 views

I have a client, a married couple, for whom I jointly filed a return a few years ago. They soon decided that they preferred to file separately. So, now I have one client with two MFS tax returns each year. Unfortunately, however, uploading their documents has become a nightmare. I would prefer that I have two separate clients with separate Intuit Link accounts for separate uploading. Is there a way to copy one of their 2025 tax returns to a new client so that the couple are truly separated with respect to Intuit Link and uploading?

Intuit Link

Best answer by IntuitKatie

@vchartrand1 Since this community is designed for peer-to-peer resource sharing, our technical team doesn't monitor these threads for troubleshooting. We do need you to reach out to our support team directly, even if you’ve already shared the details here. Our support specialists need a formal ticket, a clear summary of the topic and a client case file to investigate the behavior you're seeing. They have the tools to determine if it’s a quick fix, a change in instructions, a new unexpected behavior or one we’re already reviewing.

Reporting it through the proper channel ensures your specific case gets documented and addressed by the people who can fix it.

Help us help you by heading over to ProConnect Support so we can take a closer look!

IntuitKatie

Moderator

Hi @vchartrand1

Thanks for posting your question! Here’s a couple support articles that may help with this:
Using the Client Profile in ProConnect Tax

Copying client returns in ProConnect Tax

If you need further assistance with this we would reach out to ProConnect Support, as they can best help with your specific situation.
Looking forward to seeing more of your contributions in the community!

V

vchartrand1Author

Level 3

Thank you for providing these suggestions. I am now able to copy a tax return from one client to another. However, the newly created "Copy" return does not have any of the existing document data from the original return. My hope is that I will be able to copy an exact copy of the e-filed 2025 return so that I have the carry-forward feature available to me next season, tax year 2026. Perhaps this is happening because the return is locked after e-filing

IntuitKatie

Answer

Moderator

@vchartrand1 Since this community is designed for peer-to-peer resource sharing, our technical team doesn't monitor these threads for troubleshooting. We do need you to reach out to our support team directly, even if you’ve already shared the details here. Our support specialists need a formal ticket, a clear summary of the topic and a client case file to investigate the behavior you're seeing. They have the tools to determine if it’s a quick fix, a change in instructions, a new unexpected behavior or one we’re already reviewing.

Reporting it through the proper channel ensures your specific case gets documented and addressed by the people who can fix it.

Help us help you by heading over to ProConnect Support so we can take a closer look!

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