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Can I switch the TP and S in ProSeries and not affect the functioning of the Link that was set up with the wife?

Level 4

The wife was the contact person and I set up a Link account with her.

The Proseries tax file was set up with her in the TP position to do the Link invite.

Now I would like to mover her to the spouse position and her husband to the TP position.

Will this create any issues: Does it mess up the association of the tax file to Link?

Does the file keep the same file name when I save it in ProSeries?


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1 Comment 1
Level 14
Level 14

Don't use link, but I believe link is associated with email address. It will  definitely change the file name, as ProSeries uses the SS number of first person on info work sheet for the file name

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