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, click the down-arrow beside View Return.
3. Select Copy Return.

From inside a tax return:

1. Navigate to the Profile  tab.
2. Click the blue Return Actions button at the top right of your screen.
3. Select Copy Return.

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