I am new to intuit link. How can I upload a copy of the client's tax return to the link portal?
upload a copy of the return into link or upload it from link into proseries?
if from link into proseries I'm pretty sure it cannot be done
I wanted to upload a copy of the completed return into link so that the client could access it in the portal. It looks like I have to create an item in the requests, mark the box that shows "Act as taxpayer", then upload it there. Does that sound right? I saw some very old tutorials from 2018, so the current link doesn't look the same now.
Print to pdf. Drag and drop pdf to upload
Thanks.
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