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How to make a client inactive in ProConnect

SOLVEDby IntuitProConnect Tax11Updated July 27, 2021

Inactive clients won't be included in your main client list or tax return lists.

  1. Select Clients from the left menu.
  2. Select the client you need to make inactive.
  3. Locate the Edit Client button at the top right and select the dropdown arrow.
  4. Select Make inactive.

Related topics

How do I merge client data in ProConnect Tax?
Merge duplicates after converting data
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