If you can’t find a return in ProConnect, first check that you’re signed into the correct account and tax year. Then use the search bar in the “Returns” tab and try filtering by client name, SSN/EIN, or status. Also check the “Archived” and “Deleted” sections, as returns sometimes get moved there. If it was saved locally, confirm you’re on the same computer or server where it was prepared. In practice, we’ve seen that setting a consistent client naming and storage process (something we follow at [Content Removed] ) makes locating prior returns much easier later on.
