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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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ProConnect Client Tax File Export
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Grantsky1
Level 1
03-08-2024
05:51 PM
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I'm transferring business to another tax professional. I'd like to export last year's tax file for upload into their software. I'm not finding this option in ProConnect. Am I right it doesn't exist.
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George4Tacks
Level 15
03-08-2024
06:10 PM
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That is correct. The best you can do is provide a pdf copy of the return.
Answers are easy. Questions are hard!
