Pro Tax T1 family returns

You can link families returns in ProTax by either creating a new or opening an existing return, and clicking on Link spouse or dependent.

A dropdown menu will appear, select one of the following:

• Relationship: Spouse or dependent.
• Select Client: This automatically populates your clients.
• Select Return: If a return already exists for either the spouse or dependent, it’ll appear here. Otherwise, you will have the option to create a new return.

Once linked, the link title will change and it’ll instead display the option to manage the returns under the Manage linked returns link. You can link additional returns by clicking on the +Link another return option, or you can unlink returns by clicking on the unlink icon to the right of the linked return.

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The Pro Tax client dashboard will change indicating which returns are linked. The primary taxpayer (the return you link the others to) will appear at the top of the tree list with a family icon to the left of the name, with spouse and/or dependents appearing under it indented.

You may choose to open any return in any order. Once the return is open, you can access the other linked returns, by either:

1. Select the quick links displayed, or 
2. Select Manage linked returns link, and then choose which return you want to view