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How do I create a new return in ProConnect Tax

by Intuit•3• Updated 1 year ago
  1. Go to your Tax Returns list.
  2. Select Create new return at the top right.
  3. Type in your client's name under Select an existing client, or click + Add new to create a new client.
  4. Select the return Type.
  5. Select the return Tax Year.
  6. Change the Tax Return Name, if desired.
  7. Select Next.
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