cpsg2010
Level 1

We prepared a tax return in ProConnect and now we cannot locate it.  How do I find the return.

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Quack_Shot
Level 4
Level 4

Might be looking in the wrong year. Try going to the client profile and see if you see the return there.

“The only true wisdom is in knowing you know nothing” -Socrates
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Accesstax
Level 1

We are unable to locate a tax preparation for a client.   When I review the TaxReport_TY24 from October 16, 2025.  The client name is on the list, but there are not tax preparations in the system.

 

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George4Tacks
Level 15
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