Copying client returns in ProConnect Tax

This article will walk you through creating a copy of a client's tax return within Intuit ProConnect. Copies can be created two ways: from the Tax Returns list, or from within a client's return.

From the Tax Returns list:

1. Identify the return you would like to copy.
2. In the Actions column, select the down-arrow beside View return.
3. Select Copy return.

From inside a tax return:

1. Go to the Profile  tab.
2. Select Return actions in the top right of the screen.
3. Select Copy Return.

By default, the copied return will be named "Client Name - COPY". You can use the Return Actions button to rename the return as needed.

Related topics

• How to amend an individual return (1040X) in ProConnect
• How do I email a PDF copy of a tax return prepared in ProConnect Tax?
• Amending Form 1065 in ProConnect