garland
Level 3

Maybe this should be a "suggestion", but weird random numbers print after clients name on each Prior Year Worksheet page (ex: 30d698a0.....) They're probably associated with tax client, but - not wanted.

I want to actually send these (encrypted, of course) by email to clients as a - tax organizer, along with their checklist + a cover letter. Most of my clients DON'T want to upload their tax data, but DO want a pdf tax organizer sent to them.

Not sure about the rest of you, but I don't use Intuit Link at all to collect data. I'd rather have client drop it off, bring it to an interview, email a batch of pdf documents in an encrypted zip file, or upload data to my website portal.

Ideas? Why are these #'s printing and any way to just have client name on each page... thx!

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