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Level 1
October 9, 2022
Question

How do I change the return name assigned by Intuit?

  • October 9, 2022
  • 1 reply
  • 4 views
In the list of returns and elsewhere in the Proconnect system the "return name" is my personal name (658...)  instead of the corporate name.  
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1 reply

George4Tacks
Level 15
October 12, 2022

In the Tax Returns view, on the right is an ACTIONS drop down that shows "View return". Click that drop down and select "Rename Return"

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