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gmoney2767
Level 2
December 16, 2019
Question

How do you export names and addresses from Proconnect Tax Online?

  • December 16, 2019
  • 1 reply
  • 22 views
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1 reply

itonewbie
itonewbie
Level 15
December 16, 2019

You can export names from the Dashboard but not data such as address within your returns.

---------------------------------------------------------------------------------Still an AllStar
G
gmoney2767Author
Level 2
December 16, 2019
Thank you for the response! But there is a way to export the names AND addresses. I have been doing it for years, but I only do it once per year and I can't remember how I did it in past years! Each year I send my tax clients a calendar. I export the names and addresses in order to create labels to stick on the envelopes. I've used PTO for a long time. I exported the names and addresses each year.
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