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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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Lob
Level 1
01-12-2024
05:35 PM
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Started using Intuit Link in 2022. When I invited clients I was able to check the box to have the checklist attached to their account. Now in 2023, those clients show up in the Intuit Link client list but I can't find a way to add the 2023 checklist to their account. When I select those clients, their Requests is blank. How do I add the Questionnaire, Engagement letter, Checklist to old clients? If I add a new client to Intuit Link I have the option of adding Questionnaire, Engagement Letter, and Checklist.
If I use the Add Request and use the Sample Individual Template, then the employer name doesn't show up on the request like it did last year.
Thank you in advance.
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Strongsilence-C
Level 10
01-14-2024
07:06 AM
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@Lob What did you learn? I don't know how to add my checklist either.
I find the navigation for Link isn't easy. About five years ago I started with 2 clients using Link, and TY2022 I have 5 clients so I'm not an expert. (Most of my clients are older and prefer paper organizers.)
Good luck. It seems to be a good tool, despite the lack of ease.
