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uslanes
Level 3
January 16, 2021
Solved

Intuit Link

  • January 16, 2021
  • 1 reply
  • 9 views

Intuit Link needs a social security number to be able to send out an invite to a client.  Is it ok to enter a dummy social security number initially, then changing it to the actual once I receive the new client's information?  Is there any repecussion i

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Best answer by itonewbie

That's not a requirement to use Link but to initiate the process from Lacerte.

To get around that, you can send the invitation from Intuit Link instead.

1 reply

itonewbie
itonewbieAnswer
Level 15
January 16, 2021

That's not a requirement to use Link but to initiate the process from Lacerte.

To get around that, you can send the invitation from Intuit Link instead.

---------------------------------------------------------------------------------Still an AllStar
    U
    uslanesAuthor
    Level 3
    January 16, 2021

    Thank you!

      itonewbie
      itonewbie
      Level 15
      January 16, 2021

      NP, @uslanes. Cheers!

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