Intuit Link and Documents

[LoveTax]

Is there a way to use uploaded Documents directly to Intuit Link and tax upload (for example, W-2 was uploaded to Documents, is there a way to put that W-2 directly to tax return)? Or I have to upload a duplicate file for Intuit Link to transfer to PTO 1040? Thank you

[itonewbie]

Link is integrated with PTO.  So long as the tax document uploaded to Link is among one of the types of documents supported for import, W-2 being one of those, you will be given the option to import the data into PTO.  See this article for information about this function and how it works:

https://proconnect.intuit.com/community/help-articles/help/importing-source-documents-in-proconnect-...

[LoveTax]

So, I have to download from Documents and re-upload to Link to import? I cannot move/copy from Document straight to Link?

[itonewbie]

What Document are you referring to?  Are you using PTO or Lacerte along with DMS?

[LoveTax]

I use PTO. And would like to import documents that I already have in pdf into PTO without requesting Intuit Link from clients.

[itonewbie]

That's not possible.  The only workaround is that you send a request to your client anyway and then use the Act as taxpayer function to upload those documents.  In all honesty, however, the import function doesn't not always save you time.