> For the complete documentation index, see [llms.txt](https://docs.magnetictax.com/vYQQIRFzL6M6jVhTZdOj/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.magnetictax.com/vYQQIRFzL6M6jVhTZdOj/proconnect/link-client-and-return.md).

# Link Client and Return

When creating submissions for ProConnect returns, you must associate that submission with the ProConnect client and return. This allows Magnetic to ensure the correct return is used for the submission.

### Find or Create the Return in ProConnect

Locate the tax return in ProConnect that you want to link to this submission

#### Option 1: Find from the Returns page

* Navigate to the [Tax Returns page](https://ito.intuit.com/app/protax/tax-hub), find the return (correct client, correct version, for the year in question). Then click on that return to open it.
*

```
<figure><img src="/files/WRarqvBZvihxumAzwNpX" alt=""><figcaption></figcaption></figure>
```

#### Option 2: Find from the Clients page

* Navigate to the [Clients page](https://ito.intuit.com/app/protax/client-list), find the client, and click on them.
*

```
<figure><img src="/files/Oywa4pflOGNYQhYEAE8C" alt=""><figcaption></figcaption></figure>
```

* Find the appropriate return for that client (correct version, for the year in question). Then click on the return to open it

  <figure><img src="https://1562384401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2tduGTEgV1YBkUpGJcUm%2Fuploads%2Fua1dYIjr58CgXkLBwbrM%2Fimage.png?alt=media&amp;token=880aec82-b438-4386-8cf6-919be4b7ae68" alt=""><figcaption></figcaption></figure>

### Get the Return Link (URL)

* With the return opened, copy the page URL from the address bar
*

```
<figure><img src="/files/8p9z0IQvUxhu19KNR4AP" alt=""><figcaption></figcaption></figure>
```

### Create the Linkage in the Magnetic Portal

* In the Magnetic Portal, on the new submission creation screen with ProConnect selected, it should look like this:
*

```
<figure><img src="/files/7X0lrpXL08IyhdckhCw2" alt=""><figcaption></figcaption></figure>
```

* Paste in the return link into you got above from ProConnect into the first box, and the other 2 boxes should populate automatically
*

```
<figure><img src="/files/PkWhfmF8dyb52cdZ0VwG" alt=""><figcaption></figcaption></figure>
```

* If you want to double-check this, you can click the "Open in ProConnect" button in the bottom right and confirm that the correct return is opened
* You should be done and free to continue on with [Submission](/vYQQIRFzL6M6jVhTZdOj/getting-started/publish-your-docs.md)

### Other Notes

* If you have already created prior submissions for this client that specified a Client ID, the portal will default to use that one.
* If you have already created prior submissions for this client for the same tax year that specified an Engagement ID, the portal will default to use that one.
* It is also possible to directly enter the ProConnect Client ID and Engagement ID (return ID) directly without pasting in the URL, but this is generally just a more difficult way to do it
* Uncommon: If you have access to multiple ProConnect firms you might need to log out and then log back in to switch to the correct firm in order for the "Open in ProConnect" button to work properly.