I have clients showing up twice in Intuit Link with same email address. I read that client deletion is not an option (boo!), so how do I uninvite a client who hasn't been invited and then deactivate them?
Thanks!
p.s. Please allow users to delete clients in Intuit Link
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Duplication shouldn't occur unless, somehow, you had multiple records of the same client in the tax product(s) you used at some point in time.
If you are absolutely, positively, 100% sure which record in Link is a duplicate that should be "deactivated", so to speak (but not technically as you'll see what I mean), and that duplication does not exist in your tax product (i.e. ProSeries), there is a function in Link you can use.
Duplication shouldn't occur unless, somehow, you had multiple records of the same client in the tax product(s) you used at some point in time.
If you are absolutely, positively, 100% sure which record in Link is a duplicate that should be "deactivated", so to speak (but not technically as you'll see what I mean), and that duplication does not exist in your tax product (i.e. ProSeries), there is a function in Link you can use.
In the Link program I do not have FILE\Manage Clients
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