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I have clients showing up twice in Intuit Link with same email address. I read that client deletion is not an option (boo!), so how do I uninvite a client who hasn't been invited and then deactivate them?
Thanks!
p.s. Please allow users to delete clients in Intuit Link
Best Answer Click here
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Duplication shouldn't occur unless, somehow, you had multiple records of the same client in the tax product(s) you used at some point in time.
If you are absolutely, positively, 100% sure which record in Link is a duplicate that should be "deactivated", so to speak (but not technically as you'll see what I mean), and that duplication does not exist in your tax product (i.e. ProSeries), there is a function in Link you can use.
- Click on the gear icon on the top-right corner next to your company name;
- Select Firm > Manage Clients;
- On the line of your duplicate client, click on Mark as Inactivate under the ACTIONS column; and
- Read the warning in the popup and click on the Yes, mark as Inactive button.
Still an AllStar
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In the Link program I do not have FILE\Manage Clients
