Tax Organizer PDF with prior year tax items.

[Jennieholton]

When creating a request in the Intuit Link, the default email reads "New this year, if we prepared your individual income tax return in the prior year, in your intuit link account, look for the Shared Documents section. You can access a tax organizer pdf that shows prior year tax items and amounts that you provided us in the prior year to help you in gathering current year documents and information".  Which is great as many of my clients like these.  I first went into 2025 tax returns and under Batch Actions "Created Prior Year Workpapers".  When I go and look for the Tax Organizer created under an individual client, it is showing up under the "Firm Documents", not the "Shared Documents".  This results in my clients not being able to view the Tax Organizer and I can't seem to see how you can move it to Shared Documents.  Unless I go through the tedious task of downloading it to my computer from the Firm Documents folder and then uploading it to the Shared Document folder for each client.  Surely this is not what is expected for us to do?  Any help on how to make this work is greatly appreciated!

[Kathi_at_Intuit]

Hi @Jennieholton ,

Welcome to the community and thanks for posting your first question! We recommend reaching out to ProConnect Tax Support for the concern you have with Intuit Link. They would be able to take a look wtih you. 

Again, welcome to the Community. We look forward to seeing you here!