Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
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.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: Intuit Link
Intuit Link
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Jackie M
Level 2
02-14-2023
08:23 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This is getting ridiculous. It is 2023 and many "spouses" request to fill out their tax organizer/ have it defaulted to send to them year after year. As far as I can tell, there is no simple way to do this and the program will always default to the taxpayer. If I change the email in Intuit Link manually, then the spouse is more likely to have problems logging in or not able to access the questionnaire/document request. Not to mention, the amount of time that is spent troubleshooting with the client. Since the organizer is sent in the 2021 program, the file is locked and should not be altered and it is incorrect to have to change the taxpayer's email to the spouse. You used to be able to send the organizer to the spouse via Intuit Link, why did they stop this and make it so difficult for tax preparers? Who am I billing for my wasted time troubleshooting glitchy software?
Solutions anyone?
Labels
1 Comment 1
LongIslandTaxPr
Level 2
10-29-2023
07:52 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I cannot agree more with this post. All other competitor products integrate this in their tax organizer while it's still not possible with Intuit Link.
