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padmag
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July 13, 2022
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New Client Data; Outside of Proconnect

  • July 13, 2022
  • 1 reply
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Is it possible to create a tax plan for a client whose tax return was not prepared in ProConnect?

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    Best answer by IntuitJonathanR

    Currently, Tax Plans can only be created from returns that have been entered either in ProConnect or Lacerte.

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    IntuitJonathanRModeratorAnswer
    Moderator
    July 13, 2022

    Currently, Tax Plans can only be created from returns that have been entered either in ProConnect or Lacerte.

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