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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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Intuit Link Rollover
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Chuck6816
Level 1
01-16-2024
01:28 PM
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When the software rolled over from 2022 to 2023 the Intuit Link did not reset to reflect "Intuit". The link status from each client in 2022 was exactly as it finished in 2022. If the link status was "Invitation Pending" in 2022 this was the link status shown in 2023. With varied statuses indicated and no invites issued for 2023 it is impossible to have administrative control of the 2023 Intuit Link. Before we ever address the 2023 invites we have no clue of client Intuit link status due to varied indication of statuses for this year.
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