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TAXACCT2
Level 1
March 1, 2025
Question

merge client profiles

How do I merge 2 client profiles on proconnect

 

 

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      2 replies

      George4Tacks
      George4Tacks
      Level 15
      March 2, 2025

      Manually. Select the one with the largest amount of data, then start typing in all the information for the 2nd. 

       

      Answers are easy. Questions are hard!
        abctax55
        abctax55
        Level 15
        March 2, 2025

        What George said...

        And I will add, be very careful to tag T & S as you are entering data, especially W-2s and carryovers.

        HumanKind... Be Both
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