Tax Satements

5 replies
38 views

Trying to get set up for tax season, but also looking to see tax documents 2018. However unable too.The welcome box states I need to be invited by my accountant.Is this new.Pls advise!

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J

JG58_2Answer

Level 2

You need to contact your tax preparer to send you an invitation, theyre probably trying to get their software set up and running smoothly before inviting clients to submit documents.

Thanks! I'm waiting for a reply from my Accountant. I don't remember doing this the last few years.Not a big issue, I just wanted the site ready so I can just upload my doc's when I have them.:smileywink:

Plus like I said I just wanted to view last years doc's.

George4Tacks

Level 15

Do as the Welcome box tells you, contact your accountant.

Answers are easy. Questions are hard!

Just-Lisa-Now-

Intuit Community Champion

@JG58_2 are you the accountant or the client?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

J

JG58_2Author

Level 2

Client/Taxpayer

Just-Lisa-Now-

Intuit Community Champion

You need to contact your tax preparer to send you an invitation, theyre probably trying to get their software set up and running smoothly before inviting clients to submit documents.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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