CR EA
Level 1

Once you transfer from previous year, it still says they've accepted the invite in Link. 

 

But...If you look at Proseries however, when you transfer your client files to current year, and open Homebase View: 1040 Individual, there is a Intuit Link column next to their file name. If you click  Invite, it will send a client questionnaire to your client based on last years taxes.

0 Cheers