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ccturrentine
Level 3
February 4, 2021
Question

I'm trying to move tax returns listed under one client in proconnect online to two different client. Anyone have any solutions?

  • February 4, 2021
  • 1 reply
  • 7 views
This is for a couple how are no divorced and I need to separate their returns that are linked to one customer account in Proconnect.
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1 reply

itonewbie
itonewbie
Level 15
February 5, 2021

But you already asked this question and have the answer.

You can separate their returns with a lot of manipulation but these will still be tied to the individual listed as the Client.

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/move-a-tax-return-from-one-client-account-to-another/00/119155

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