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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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gretchenbuchana
Level 2
10-20-2020
03:56 PM
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I want to set up a new 2020 client for Intuit Link that was not my client in 2019. Can I invite them without entering their 2019 tax return in Lacerte? All of the instructions I see are for existing clients.
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brettlin
Level 3
10-20-2020
05:20 PM
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Yah, you can add a client to the portal directly in the portal. If you don't enter their 2019 stuff, there won't be a 'full' e-organizer that will generated for them, but you can still create a folder for them and invite them.
