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- I have new clients who I haven't processed a return in ProConnect. How do I do a tax plan for them
I have new clients who I haven't processed a return in ProConnect. How do I do a tax plan for them
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jfarmercpa
Level 2
01-03-2023
10:44 AM
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I would like to be able to use the ITA with a new client who I haven't processed a return for in Proconnect.
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George4Tacks
Level 15
01-07-2023
08:47 AM
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Process them by printing a pdf (do not e-file) then do your thing.
Here's wishing you many Happy Returns
