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ProConnect Client Tax File Export
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Grantsky1
Level 1
03-08-2024
05:51 PM
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I'm transferring business to another tax professional. I'd like to export last year's tax file for upload into their software. I'm not finding this option in ProConnect. Am I right it doesn't exist.
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George4Tacks
Level 15
03-08-2024
06:10 PM
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That is correct. The best you can do is provide a pdf copy of the return.
Here's wishing you many Happy Returns
