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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Client wants access to prior years' uploaded tax documents
Client wants access to prior years' uploaded tax documents
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Winter_2
Level 1
12-15-2023
03:18 PM
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Hello, a client wants to see what documents were uploaded/submitted in a prior year. On my side those documents labeled as shared with client, but he says he doesn't see it. Please help.
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George4Tacks
Level 15
12-18-2023
09:41 AM
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Try changing the e-mail address as shown here https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/taxpayers-use-int...
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