Intuit Link Lacerte - How to Invite Business Clients

Forum|Forum|5 years ago
December 29, 2020
1 reply
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It seems pretty easy to invite clients from the 1040 module, but I don't see that you can use the same process for business clients (1120, 1120S, 1065) - is that correct? There's no option to invite the client using Lacerte, so does that mean the business clients need to be manually added to Intuit Link and invited from there? That also means there's no Intuit Link column in those modules to track the client progress???

Thanks.

Intuit Link

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itonewbie

Level 15

Maybe you've already tried. If not, follow the instructions under "To send a Link organizer from 2020 Lacerte".

https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170

---------------------------------------------------------------------------------Still an AllStar

S

SJBeanAuthor

Level 2

Those instructions only work in the 1040 module. The "Invite Client to Intuit Link" option under Tools, Intuit Link is greyed out. And even if you add the Intuit Link column to your main display, the column says "N/A", not a hyperlink to Invite the client...

itonewbie

Level 15

Sorry, haven't tried that myself. Based on previous discussions here, most don't use Link to collect data from business client, especially since it is a new functionality. If you'd like to do batch invitation, your best bet is to contact Support for guidance. It'd be good if you could then also share what the proper process is so that everyone here can learn from your experience. Cheers!

---------------------------------------------------------------------------------Still an AllStar

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