Can I assign a tax return that is already in progress to a different client? I have 2 duplicate clients, one has the QBO account and one has the tax return.

Forum|Forum|5 years ago
April 21, 2021
1 reply
10 views

I have the accounts mapped in QBO and want to import to PTO, and I have all carryforward info in PTO so do not want to have to start from scratch. If I simply merge the customers I lose the tax return in progress, as it stays attached to the inactive client. And from what I can see, I can't change the QBO customer name to merge the other way.

ProConnect Tax

This topic has been closed for replies.

George4Tacks

Level 15

Pick your return > ACTIONS: Copy Return > Find the new return with COPY at the end of name > ACTIONS: Rename Return > View Return and change the Client Information

Answers are easy. Questions are hard!

U

userbeckyAuthor

Level 2

Thanks for the response - I copied the return and renamed it but I don't see how to change the client information?

George4Tacks

Level 15

View the return > Client Information > Change the name, address, SSN, ..... to be sure it matches the new person and not the one you started with.

Answers are easy. Questions are hard!

Sign up

Login with SSO

Let's get you signed in

Login with SSO