NPChristy
Level 3
02-16-2020
11:17 PM
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I have existing clients that I invited to Intuit Link last year for 2018. I realize I don't 're-invite' a client from last year, but how can I copy the customized questions and document requests from the prior year to the current tax year?
I go into the Intuit Link Client overview page for Tax Year 2019. I click on 'Review' for a client that had accepted their invite for 2018 last year. There is a blank slate. I can choose the 'individual Intuit template', but I'd like to copy the client's same specific questions & document requests from the prior year (i.e. W-2 from XYZ co; 1099-Int from ABC Bank; etc). How do I do this?
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