Discussion ongoing
Spouse's name be included in tax return name
I'm new to ProConnect, but we have always included the spouse's name in our return naming convention.
Many of our clients have spouses with different last names and if the spouse's name isn't on the tax return file, it makes it confusing for new staff to match a name to a return.
Plus, it is not just the taxpayer's return, it designates that it is a joint return.
Thanks for this forum for ideas!
