Spouse search

[taxsolutions]

Is there a way to search for the spouse in proconnect (PTO)? Many of my clients have spouses with different last names. Furthermore the spouse is the main point of contact. So when I go to search for the tax return, I have forgotten the taxpayer's (TP) name. It appears to me that PTO only searches for the TP.

[itonewbie · Accepted solution]

Unfortunately not.

My workaround for you would be to name your return Husband LastName & Wife LastName so that you can locate the return easily using the search box on the Tax returns dashboard.

[taxsolutions]

That works. This is the first year and we converted from another software so only the taxpayer's name came over in the name.

[IRonMaN]

I'm relieved to read the rest of the post.  I saw "spouse search" and I was afraid Intuit had added a dating service to generate some extra cash from this place.

[taxsolutions]

I'm single if there are any SWF tax preparer's out there. 😉

[itonewbie]

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@IRonMaN wrote:

I'm relieved to read the rest of the post.  I saw "spouse search" and I was afraid Intuit had added a dating service to generate some extra cash from this place.

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Brings back memories about Chuck Woolery and Love Connection.

[IRonMaN]

If @itonewbie wants to go with Love Connection - @taxsolutions how many dates would you go on before you asked her to see her W-2?

[taxsolutions]

Probably more than she would. Lol