Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

How do I create new Intuit Link request when client changes email address. Client has changed email address?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
Level 15

If your client created a new account with a new email address, it's as simple as updating your client's email address in PTO using the Edit client function on the Clients dashboard (i.e. not within your client's return because the email address there is not linked to Intuit Link), and then sending the request like any new client.

If your client retains the existing Intuit account but would like to update the email address associated with that account, the process is quite complicated.  See this discussion for details of the process to follow: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-client-login/01/115565...

Still an AllStar