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J
jfarmercpa
Level 3
January 3, 2023
Question

I have new clients who I haven't processed a return in ProConnect. How do I do a tax plan for them

  • January 3, 2023
  • 1 reply
  • 4 views

I would like to be able to use the ITA with a new client who I haven't processed a return for in Proconnect.

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
January 7, 2023

Process them by printing a pdf (do not e-file) then do your thing. 

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