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@taxsolutions wrote:
I agree, but others in the firm like to use it as a reliable way to track the clients email address.
It's a complex issue, it's a shame, but it is what it is.
Understood. But each client's email address is already in your client setup. The address within your client setup is the one that would be used for Intuit Link invitations, which means that would be a more reliable way of tracking your clients' email address.
Especially if you don't maintain a separate client database, the email address (and other details) in your client setup should be kept up to date, whereas, the email address (and other contact details in each return) is only valid for that point in time.
You may already be aware also that the contact particulars in your client setup and those entered on your clients' returns are not linked - update in one will have no impact on the other, whatsoever.
If you ever need a report for email addresses and other details of your clients, you can always download that your Clients dashboard. (On the other hand, if you need your clients' physical address, you'd need to run Reporting for the returns.)
Just thought I'd bring this up as some may not be aware. But whatever floats your boat.
Cheers!
Still an AllStar