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How to make a client inactive in ProConnect Tax

SOLVEDby Intuit14Updated March 21, 2023

Inactive clients won't be included in your main client list or tax return lists.

  1. Select Clients from the left menu.
  2. Select the client you need to make inactive.
  3. Locate the Edit Client button at the top right and select the dropdown arrow.
  4. Select Make inactive.

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