Saving client returns not yet completed

Forum|Forum|4 years ago
December 23, 2021
1 reply
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New to ProConnect Tax. Do I need to save my client returns before returning to them the next day? James F

ProConnect Tax

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George4Tacks

Level 15

Since this is a cloud based program, ProConnect does all of that for you (at least the vast majority of the time.) There is no way for you to save the file. DEFINITELY save a pdf of any finished return for future reference. The program can be updated and the results can change, so have a copy of what was filed.

Answers are easy. Questions are hard!

F

FergAuthor

Level 2

Thanks for the info, but my updated tax return did not save. Late yesterday I had entered 21 Sch D stock and option sales. Today I increased the number to 52. After ready your reply, I signed out and then re-entered only to find the updated tax return did not leave off at 52 dispositions - the return ProConnect Tax brought up only had yesterday's 21. What am I doing wrong?

Thanks, JamesF

George4Tacks

Level 15

Chat with support. https://proconnect.intuit.com/community/taxation/help/how-to-contact-proconnect-tax-online-for-help/00/4668

Answers are easy. Questions are hard!

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