ProConnect - Client File Upload Instructions

Export prior year worksheets from ProConnect

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

2. Select Tax Returns for the 2025 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!

Navigate to the Organizer Uploads page and upload your backup file to Truss!