Rainman1966
Level 3

Thank you for your response.  Let me go through my procedure.  In proseries, for a client, under the Intuit Link column, I click on "invite" for that client even if they used Link in the previous year.  On the screen that opens the boxes checked are send client data and create checklist.  I uncheck "Include Questionnaire" because in Link I use my own template.  Once in LInk for the client the documents that were on the 2021 return are displayed and than I add my own template that I created.  I have sent out 5 invites and all 5 have said that they have accepted the invite.  I am in the 2022 tab in Link and nothing shows up in client activity nor have I received any email notifications.

I have used Link since 2014.  Not sure what the issue is this year.  I apologize for the lengthy response.

0 Cheers