Chris and Laura
Level 3
11-16-2023
06:43 AM
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I posted screen shots, as you requested. The first two show the 2022 tax year Pro Series where you will see a column to either “View’ or “Invite” clients to the LINK, and also the ability to choose to invite or enter the LINK from the tools menu. The second two screen shots show that for the 2023 tax year Pro Series there is no column to “View” or “Invite,” and the drop down from the tools menu shows that the ability to enter or invite to the LINK is greyed out. Is this something we did wrong downloading the 2023 package or is it something that needs to be corrected by Intuit either now or in subsequent updates?