Saving client returns not yet completed

[Ferg]

New to ProConnect Tax. Do I need to save my client returns before returning to them the next day? James F

[George4Tacks]

Since this is a cloud based program, ProConnect does all of that for you (at least the vast majority of the time.) There is no way for you to save the file. DEFINITELY save a pdf of any finished return for future reference. The program can be updated and the results can change, so have a copy of what was filed.

[Ferg]

Thanks for the info, but my updated tax return did not save.  Late yesterday I had entered 21 Sch D stock and option sales.  Today I increased the number to 52.  After ready your reply, I signed out and then re-entered only to find the updated tax return did not leave off at 52 dispositions - the return ProConnect Tax brought up only had yesterday's 21.  What am I doing wrong?

Thanks, JamesF

[George4Tacks]

Chat with support. https://proconnect.intuit.com/community/taxation/help/how-to-contact-proconnect-tax-online-for-help/...