If you have duplicate clients in your ProConnect Tax those clients will be duplicated when you integrate with Intuit Practice Management. We recommend using the merge duplicate client utility to remove any unwanted duplicates.
If you have clients on your client list that you no longer prepare tax returns for it is recommended to mark these clients inactive in ProConnect Tax. This will hide them from your client list and streamline your integration to Intuit Practice Management.
To mark a client as inactive:
- On the left side of the screen choose Clients.
- Find the client you need to make inactive and click on their name.
- In the upper right corner click on the down arrow next to Edit Client.
- Choose Make inactive.