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Is there a way to correct the taxpayer SSN that was entered in the set-up?

hpemberton728

Level 1

6 years ago

June 24, 2020

Question

Is there a way to correct the taxpayer SSN that was entered in the set-up?

2 replies
23 views

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ProConnect Tax Online

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George4Tacks

Level 15

6 years ago

June 26, 2020

Clients > find you client then in the upper right is Edit client click that and edit.

Answers are easy. Questions are hard!

bbtaxes

Level 2

6 years ago

June 26, 2020

Couldn't find an edit key but copied the return and edited it there. Cost me another individual return until I clear it with customer support.

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