How do I edit the name of a Client in Pro Connect? The return shows up under a business name but the return is an Individual Income Tax Return (1040) in Pro Connect.

Forum|Forum|6 years ago
July 15, 2020
1 reply
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R

RossOInToIt

Level 5

Hello dawnelwelch5!

You can change the name of a client by going to the Client tab, clicking on the desired client, and choosing "Edit Client" in the upper right.

D

dawnelwelch5Author

Level 2

The problem is that the client name for the 1040 (Individual) is a Business name not the name of the Individual. There is also a Business Return (1120S) with the same name and is valid. How to I get the

Business name off of the Individual Return? When I click on the name to make a change it says it is a Business not an Individual. If someone wants to call me I can quickly share and show you the problem.

Dawnel Welch

[phone # removed]

sjrcpa

Level 15

No one from Intuit Pro Connect will call you. However since this is a public forum you should remove your phone number so fraudsters, schemers, etc don't call you.

The more I know the more I don’t know.

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