How do I change the client name if I create a new return for a different client client using a similar LLC as source

rjaym.cpa · ‎07-15-2020

Ross · ‎07-15-2020

Are you copying an existing return to use as a starting point for a different client?

Unfortunately, there is not a way to associate a copied return to a different client. You would need to begin a new return under this second client.

~Intuit Tax Product Specialist

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How do I change the client name if I create a new return for a different client client using a similar LLC as source

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