dana-jensen-dan i
Level 1
03-06-2023
12:20 PM
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New client had extensive (265 pg.) self-prepared return last year. PTO allows us to import prior year data directly from Turbo Tax file. How do I append an existing Intuit Link request so client can securely upload the .tax2021 file?
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itonewbie
Level 15
03-06-2023
05:30 PM
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- Click on the first icon (clipboard) on the right for Tax Organizer;
- Click on the Edit button in the bottom-right of the drawer;
- On the line for Document checklist, click on Edit;
- Click on the "+ Add Item" button;
- On the line for Q: Enter a simple description for what you want your client to upload;
- On the line for A: Select Other; and
- Click on the Save button in the bottom-right of the drawer.
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MACS_6146
Level 1
06-09-2024
01:26 AM
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RE: ORDER NUMBER:TTWCA164194759
Order date: 04/19/2022
I need a copy of my tax return filed with Turbo Tax in 2021.
Franchise tax board send me a letter stating "I did not file"
I paid $322 to Turbo. I also need proof and copy of my receipt of payment.
Thank you for your immediate attention and reply
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abctax55
Level 15
06-09-2024
03:30 PM
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1) this is a forum for professional tax preparers, NOT the TurdohhTax forum; you'll need to wander over there to make your request. Evidently you can use the same log-in credentials.
2) this IS a public forum, so you really should remove all that personal data before a hacker snags it
HumanKind... Be Both