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How to rename a tax return in ProConnect

SOLVEDby IntuitProConnect Tax4Updated August 29, 2022

Follow these steps to rename a tax return from the Tax Returns list:

  1. Locate the Actions column.
  2. Click the down arrow next to the View return button.
  3. Select Rename return.
  4. Enter the desired Tax return name.
  5. Click Rename.

Follow these steps to rename a tax return from inside the return:

  1. Click the blue Return actions button at the top right corner of your screen.
  2. Select Rename Return.
  3. Enter the desired Tax Return Name.
  4. Click Rename.

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