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Copying client returns in ProConnect Tax
by Intuit• Updated 1 year ago
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:
- Identify the return you would like to copy.
- In the Actions column, click the down-arrow beside View Return.
- Select Copy Return.
From inside a tax return:
- Navigate to the Profile tab.
- Click the blue Return Actions button at the top right of your screen.
- 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.