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ProConnect - Client File Upload Instructions

Robbie Somers avatar
Written by Robbie Somers
Updated over 3 months ago

Export prior year worksheets from ProConnect

  1. Navigate to "Tax returns" on the left sidebar

  2. Select Tax Returns for the 2024 year

  3. Select "Batch actions" on the right and "Create prior year worksheets"

  4. Save the files locally to your desktop or preferred location.

Upload the files to Truss!

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