Intuit LINK

Forum|Forum|2 years ago
November 15, 2023
2 replies
28 views

Successfully downloaded 2023 Pro Series and rolled clients over from 2022 - no problems. EXCEPT, I do not see the column for “Invite” or “View” Intuit LINK? I can open the 2022 Pro Series package and select a client and hit view and browser opens to show LINK. It even allows for choosing 2023 from drop down years in menu, but no LINK access within Pro Series. Will this be added in later version or did I miss something on download (network version).

ProSeries Professional

This topic has been closed for replies.

Best answer by Chris and Laura

There are 2023 updates that I just installed and I have a column for link that is not greyed out

I found out the issue! I went to MAIN MENU —> HOME BASE —> RESET CURRENT VIEW and the LINK "Invite/View Column" appeared. This also allowed for MAIN MENU —> TOOLS —> INTUIT LINK to show darkened choices in drop down window. I will close the question window and thank all that answered. A simple solution.

Jim-from-Ohio

Intuit Community Champion

I think the widespread treatment here of rolling over returns is to wait a while.. Some returns in a past year that were rolled over before some updates to the program caused the returns to be incorrect in the subsequent year.

C

ChrisPogozelski

Level 2

Not really a rollover issue. The LINK COLUMN is not showing on 1040 client list. Just need to know if this is because it is an early release of ProSeries or did we do something wrong with download of 2023 program?

A

Anonymous

@ChrisPogozelski Are you able to take a screenshot and attach the file to a reply on this thread? I'll ask to see if this is known or something we need to report. Thanks!

A

AndyReynolds

Level 3

Hey - Thanks for adding the Intuit Link to invite clients into their respective tax portals - Right - HomeBase

then reset current view - works for me!

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