Intuit Link Copying the prior year requests for the same client

Forum|Forum|6 years ago
February 17, 2020
5 replies
43 views

I have existing clients that I invited to Intuit Link last year for 2018. I realize I don't 're-invite' a client from last year, but how can I copy the customized questions and document requests from the prior year to the current tax year?

I go into the Intuit Link Client overview page for Tax Year 2019. I click on 'Review' for a client that had accepted their invite for 2018 last year. There is a blank slate. I can choose the 'individual Intuit template', but I'd like to copy the client's same specific questions & document requests from the prior year (i.e. W-2 from XYZ co; 1099-Int from ABC Bank; etc). How do I do this?

ProSeries Basic

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Best answer by itonewbie

The only customization Link provides is a low level proforma of its standard template for Questions and Document Checklists based on each client's prior year data.

You can create your own customized templates but those cannot be automatically individualized the way you described.

The only way to achieve what you want to do is to manually copy and paste from your prior year Questions/Document Checklists.

Understand that's not what you'd like to hear but those are the limitation in Link.

itonewbieAnswer

Level 15

The only customization Link provides is a low level proforma of its standard template for Questions and Document Checklists based on each client's prior year data.

You can create your own customized templates but those cannot be automatically individualized the way you described.

The only way to achieve what you want to do is to manually copy and paste from your prior year Questions/Document Checklists.

Understand that's not what you'd like to hear but those are the limitation in Link.

---------------------------------------------------------------------------------Still an AllStar

N

NPChristyAuthor

Level 4

Thank you! I thought that was going to be the answer, but I was hoping for a secret solution.

itonewbie

Level 15

NP, @NPChristy! I think a lot of us wish there were one too.

Happy tax season!

---------------------------------------------------------------------------------Still an AllStar

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