burns54jc

When emailing a client any documents (client checklist or tax return) the system defaults to primary taxpayers email address.  We find that the responsible party may not always be the primary taxpayer.  If we could get an option to select which email the client would like information to be forwarded to, that would be a great time savings.  This would also allow us to keep the email for each taxpayer in the correct place instead of putting the spouse's email into the primary taxpayers information.

Thanks for the idea for an indication checkbox or dropdown to determine the taxpayer recipient of the Intuit Link Organizer. We are changing the status to "Open for voting". Vote and comment on related Ideas here: 
intuit link email to spouse
Option for two individuals to sign into one Intuit Link account

For more enhancements, go to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
Comments
Level 1

Totally agree.  Great suggestion.

Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea for an indication checkbox or dropdown to determine the taxpayer recipient of the Intuit Link Organizer. We are changing the status to "Open for voting". Vote and comment on related Ideas here: 
intuit link email to spouse
Option for two individuals to sign into one Intuit Link account

For more enhancements, go to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.