Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Re: Using Link Templates for Individuals but without the Engagement letter
Using Link Templates for Individuals but without the Engagement letter
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
FL2TX
Level 1
12-03-2023
12:09 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'd like to copy and edit the Individual Organizer Template, but I've already sent engagement letters via a different method so I can get both spouses signatures (I didn't see how this was possible through Link?). I cannot see a way to delete the engagement letter section of the Individual Organizer Template. Am I just missing it?
Labels
1 Comment 1
itonewbie
Level 15
01-10-2024
09:17 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Intuit thinks their way of doing thing is best in class. You can customize the contents but EL will have to stay, it would appear.
If you decide that Intuit Link is for you, I'd simple duplicate the template, then replace the standard EL with something that would ask your clients to "accept" that EL has been executed separately outside of Intuit Link.
That would be a simple workaround rather than talking to support (for your heart's health unless you have low blood pressure and need a boost or that you have too much time on your hand).
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
