Comment
01-14-2025
08:09 PM
01-14-2025
08:09 PM
One other problem in not splitting to individual clients: the Pro Intuit Link organizer has the original primary taxpayer name - the husband - since he was the original client.
If I send this organizer to the wife it's going to show the divorced husband's name.
This won't be acceptable, and I'll have to create a separate client and double check all carryovers.
Sadly, this solution is useless in its current state since we don't have a way to reassign a return to a different client.
The solution is a great concept. The execution needs fixing... pronto!