Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Saving client returns not yet completed

Ferg
Level 2

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

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

3 Comments 3
George4Tacks
Level 15

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.

 


Answers are easy. Questions are hard!
Ferg
Level 2

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

0 Cheers
George4Tacks
Level 15
0 Cheers