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MOVE A TAX RETURN FROM ONE CLIENT ACCOUNT TO ANOTHER

ccturrentine
Level 1
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 Comments 4
itonewbie
Level 15

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

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Still an AllStar
abctax55
Level 15

Paging @itonewbie 

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

"Tax software is no substitute for a professional tax preparer"
abctax55
Level 15

Jinx... sorta/almost.

"Tax software is no substitute for a professional tax preparer"
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itonewbie
Level 15

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

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Still an AllStar
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