brettlin
Level 3
01-27-2020
11:29 AM
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How do we go about setting up client on Link when there is a married couple? I cannot see how to add multiple email address to the client folder for it to link back to the Lacerte software?
Main trouble I've run into is the husband is listed as the taxpayer in Lacerte but the wife is handling all of the tax work and document uploading. The email invite only goes to the taxpayer when I invite through Lacerte.
Thanks.
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