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Intuit Link Add Request Custom Template

Chris4794
Level 2

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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3 Comments 3
lbones
Level 5

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.

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Chris4794
Level 2

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. 

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lbones
Level 5

No problem, it gives me a path forward.

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