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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.
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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- Document Retrieval in IntuitLink without a linked Tax return
Document Retrieval in IntuitLink without a linked Tax return
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Janene
Level 2
02-16-2023
11:23 AM
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My client accepted his invitation to Link and uploaded 18 docs. Unfortunately, his uploads did not "link" to a tax return. Support says there is no way to retrieve this info and I will have to resend the invitation and the client will have to redo everything. This is not acceptable. There needs to be a way for the tax preparer to access these docs. we can see that they are in link. I am sure some smart engineer at Intuit can figure out a way to get these docs out.
