Re: How to email tax payer to submit more documents

Ganesh · ‎02-08-2023

I am new to Proconnect - please let me know how to email tax payer asking for Driver's license or other information and/or upload them via intuit link - there is no option.

George4Tacks · ‎02-09-2023

https://proconnect.intuit.com/support/en-us/help-article/form-w-2/clients-use-intuit-link-send-reque...

https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/using-input-drawer-proconnect...

Updating the request status

To update the request status, simply select the status from the status indicator dropdown.

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Answers are easy. Questions are hard!

How to email tax payer to submit more documents

https://proconnect.intuit.com/support/en-us/help-article/form-w-2/clients-use-intuit-link-send-reque...

https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/using-input-drawer-proconnect...

Updating the request status

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