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Grantsky1
Level 1
March 8, 2024
Question

ProConnect Client Tax File Export

  • March 8, 2024
  • 1 reply
  • 5 views

I'm transferring business to another tax professional.  I'd like to export last year's tax file for upload into their software.  I'm not finding this option in ProConnect.  Am I right it doesn't exist.  

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      1 reply

      George4Tacks
      George4Tacks
      Level 15
      March 9, 2024

      That is correct. The best you can do is provide a pdf copy of the return. 

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