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taxypayer download docs/documents in bulk

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taxypayer download docs/documents in bulk

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Some clients/taxpayers do not keep a record of all docs submitted to CPA's through Intuit Link. Intuit Link from the taxpayer's portal does not provide an option to download all files/responses/To Do's in bulk but it is my understanding that the CPA can. 

I have spent so much time searching Intuit's articles and googling a way for a taxpayer to download in bulk on their own; I have called Intuit and clicked on all the links they provided and they are either clueless or won't tell me that this is not an option. Is this option available for taxpayers? If yes, where/how? If no, please add it! It seems like such a simple option that should have been available by now. Please make it easier to find a response! The phone menu does not even mention Intuit Link (to reroute the call) and the rep I spoke with on the phone had no idea how to get in touch with a Link expert. 

This would be a great feature for taxpayers to do this on their own as CPA's are sometimes really hard to get a hold off for small issues like this and it can be a lot of work (specially if taxpayers have been clients for several years) to request that the CPA provide all documents. 

 

PLEASE NOTE: I did try the "download my data" feature but the information that Intuit provided is useless/random letters that comes in an incomprehensible zip file without my tax documents and without any instructions as to what the purpose of this 'data' is. 

Thanks for the idea for a Bulk download feature for an Intuit Link client. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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1 Comment
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea for a Bulk download feature for an Intuit Link client. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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