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

Level 1
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 Comment 1
Level 15

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.


Still an AllStar