brucew
Level 1
01-09-2025
02:20 PM
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I agree 100%, as this is a major issue considering that it's not always the primary tax payer who handles the web portal. In addition, Intuit allows the spouse to use her e-mail for the account, which then forces us to change the e-mail address before sending the organizer. Yes, we push back on the client, but having the ability to choose which person gets the tax organizer should be the standard.