MOVE A TAX RETURN FROM ONE CLIENT ACCOUNT TO ANOTHER

ccturrentine · ‎01-28-2021

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?

itonewbie · ‎01-28-2021

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

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Still an AllStar

abctax55 · ‎01-28-2021

Paging @itonewbie

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

HumanKind... Be Both

abctax55 · ‎01-28-2021

Jinx... sorta/almost.

HumanKind... Be Both

itonewbie · ‎01-28-2021

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

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Still an AllStar

MOVE A TAX RETURN FROM ONE CLIENT ACCOUNT TO ANOTHER

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