How do I add to Intuit Link to request a copy of last year's Turbo Tax file (previously self-prepared)

[dana-jensen-dani]

New client had extensive (265 pg.) self-prepared return last year.  PTO allows us to import prior year data directly from Turbo Tax file.  How do I append an existing Intuit Link request so client can securely upload the .tax2021 file?

[itonewbie]

1. Click on the first icon (clipboard) on the right for Tax Organizer;
2. Click on the Edit button in the bottom-right of the drawer;
3. On the line for Document checklist, click on Edit;
4. Click on the "+ Add Item" button;
5. On the line for Q: Enter a simple description for what you want your client to upload;
6. On the line for A: Select Other; and
7. Click on the Save button in the bottom-right of the drawer.