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merge client profiles

TAXACCT2
Level 1

How do I merge 2 client profiles on proconnect

 

 

2 Comments 2
George4Tacks
Level 15

Manually. Select the one with the largest amount of data, then start typing in all the information for the 2nd. 

 


Answers are easy. Questions are hard!
abctax55
Level 15

What George said...

And I will add, be very careful to tag T & S as you are entering data, especially W-2s and carryovers.

HumanKind... Be Both