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- I'm trying to move tax returns listed under one client in proconnect online to two different client. Anyone have any solutions?
I'm trying to move tax returns listed under one client in proconnect online to two different client. Anyone have any solutions?
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ccturrentine
Level 1
02-04-2021
05:04 PM
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This is for a couple how are no divorced and I need to separate their returns that are linked to one customer account in Proconnect.
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itonewbie
Level 15
02-04-2021
07:09 PM
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But you already asked this question and have the answer.
You can separate their returns with a lot of manipulation but these will still be tied to the individual listed as the Client.
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