Feature Request: Moving the tax returns from one client to another

Related products:ProConnect

Forum|Forum|2 years ago
December 8, 2023
1 reply
4 views

I have a client that was duplicated in ProConnect. I need to move the returns to the client profile that is synced to the QuickBooks subscription and I was advised by ProConnect support that there is no way to move the returns from one client to another. I wish this feature is available so that we can keep the final return in the correct client profile.

A

A-Z1040

Level 2

I agree!

We've ran into issues where the client started with a 1040 and didn't know they had to file a corporate return as well. We created a new corporate return under the same client profile, because that makes sense right? however you're only able to have 1 Intuit Link portal per client profile per tax year.

We need to be able to move/separate returns from one client profile into another.

Another example is that we have already eFiled tax data for this corporate return, because the client uploaded all of their corporate documents into their personal Link portal as we can't send more than 1 portal per tax year under the same client profile.

We should be able to move this corporate return out of their personal profile and into a new corporate profile and maintain the tax data!

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