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C
ccturrentine
Level 3
January 28, 2021
Question

MOVE A TAX RETURN FROM ONE CLIENT ACCOUNT TO ANOTHER

  • January 28, 2021
  • 4 replies
  • 17 views
I have divorced clients.  Both of there returns have been stored in the same client name in proconnect online and I need to separate the returns.  How can I do this?
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4 replies

itonewbie
itonewbie
Level 15
January 28, 2021

You can't move returns from one client to another.

---------------------------------------------------------------------------------Still an AllStar
    abctax55
    abctax55
    Level 15
    January 28, 2021

    Jinx... sorta/almost.

    HumanKind... Be Both
    itonewbie
    itonewbie
    Level 15
    January 28, 2021

    I guess this won't happen if we sign up for whatever... 😆

    ---------------------------------------------------------------------------------Still an AllStar
    abctax55
    abctax55
    Level 15
    January 28, 2021

    Paging @itonewbie 

    Jensen will know, but I doubt it's possible.

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