Make a client inactive?

Forum|Forum|5 years ago
March 1, 2021
1 reply
9 views

Hi, I've been working with a client but we are not going to continue. Is the best way to handle the return that is on my system to make it inactive and if so, how do I do that in ProSeries Professional? What exactly happens to an inactive client?

ProSeries Professional

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Best answer by dd4vols

I just "delete'. Especially if you transferred from prior year, as you have 'your' last prepared return. I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

dd4vols

Answer

Intuit Community Champion

I just "delete'. Especially if you transferred from prior year, as you have 'your' last prepared return. I have on occasion reacquired a client, and if so..i just go thru the transfer from prior year til i get to year i'm working on.

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