Entered email address incorrectly

[Janet-PA]

I entered a client's email address incorrectly and sent the tax organizer.  Corrected email, but can't re-send tax organizer?  How do I fix this?

[IntuitKatie]

Hi @Janet-PA 
Thanks for posting your question! Here’s a couple support article that may help with this:

Intuit Link in ProConnect Tax - scroll to "Update client email"

How to invite a clients to Intuit Link using ProConnect Tax - scroll to "I sent an invitation, but my client never received it. Why?"

If you need further assistance with this we would reach out to ProConnect Support, as they can best help with your specific situation.

Looking forward to seeing more of your contributions in the Community!
 

[Janet-PA]

I tried 'Assist' again...and it sent me back to my own question to reference....

But...tried a Callback and got an agent on.  After 30 minutes, discovered that you have to go to the Intuit Link tab on the far left menu, then delete the old request there, and then re-send the request from there (NOT from inside the return itself).  Hope this helps anyone else that runs into this issue!

[IntuitKatie]

@Janet-PA Happy to hear this was resolved and thank you for coming back and sharing your insight with us!