Inactive clients won't be included in your main client list or tax return lists.
- Select Clients from the left menu.
- Select the client you need to make inactive.
- Locate the Edit Client button at the top right and select the dropdown arrow.
- Select Make inactive.
Related topics
How do I merge client data in ProConnect Tax?
Merge duplicates after converting data
How do I proforma or roll over my prior year returns into current year returns?
