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

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?
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3 Comments 3
itonewbie
Level 15
  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.
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Still an AllStar
MACS_6146
Level 1

RE: ORDER NUMBER:TTWCA164194759

Order date:  04/19/2022

I need a copy of my tax return filed with Turbo Tax in 2021.

Franchise tax board send me a letter stating "I did not file"

I paid $322 to Turbo. I also need proof and copy of my receipt of payment.

Thank you for your immediate attention and reply

[removed] 

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abctax55
Level 15

@MACS_6146 

1) this is a forum for professional tax preparers, NOT the TurdohhTax forum; you'll need to wander over there to make your request.  Evidently you can use the same log-in credentials.

2) this IS a public forum, so you really should remove all that personal data before a hacker snags it

"*******Tax software is no substitute for a professional tax preparer*******
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