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Level 2
January 14, 2022
Question

Intuit Link Add Request Custom Template

  • January 14, 2022
  • 1 reply
  • 17 views

I have always added my own custom list of questions at Intuit Link for my clients. This year I was able to do this with the first client I set up on January 12th. Since  the 13th, after going to "Add Requests" and finding my custom template and trying to Save it I keep getting the message "Problem Creating Requests" and nothing happens. What is going on?

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1 reply

lbones
Level 6
February 26, 2023

Chris,

I am experiencing the same problem.  Did you ever find a fix for it?

I can upload the sample request template but not my custom template.  I am wondering if I will end up recreating the template.  Tough to find the time during the filing season.

Chris4794Author
Level 2
February 26, 2023

This was a year ago. I know I solved it but I think I had to call tech support and they figured it out. Sorry I don't have an exact memory of what happened. 

lbones
Level 6
February 26, 2023

No problem, it gives me a path forward.