Spouse search

Forum|Forum|2 years ago
February 12, 2024
2 replies
7 views

Is there a way to search for the spouse in proconnect (PTO)? Many of my clients have spouses with different last names. Furthermore the spouse is the main point of contact. So when I go to search for the tax return, I have forgotten the taxpayer's (TP) name. It appears to me that PTO only searches for the TP.

ProConnect Tax

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Best answer by itonewbie

Unfortunately not.

My workaround for you would be to name your return Husband LastName & Wife LastName so that you can locate the return easily using the search box on the Tax returns dashboard.

itonewbieAnswer

Level 15

Unfortunately not.

My workaround for you would be to name your return Husband LastName & Wife LastName so that you can locate the return easily using the search box on the Tax returns dashboard.

---------------------------------------------------------------------------------Still an AllStar

T

taxsolutionsAuthor

Level 4

That works. This is the first year and we converted from another software so only the taxpayer's name came over in the name.

IRonMaN

Level 15

I'm relieved to read the rest of the post. I saw "spouse search" and I was afraid Intuit had added a dating service to generate some extra cash from this place.

Slava Ukraini!

T

taxsolutionsAuthor

Level 4

I'm single if there are any SWF tax preparer's out there. 😉

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