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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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    Intuit Link

    bransomm
    Level 2
    ‎12-17-2021 02:55 PM

    Why are my 2021 client actions, in Intuit Link, showing up in my 2021 Intuit Link? How do I clear the 2020 information to start anew for 2021 with invites, etc.?

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    3 Comments 3
    Matt C
    Employee
    Employee
    ‎12-20-2021 02:34 PM

    Hi @bransomm, did you mean "why are my 2020 client actions ... showing up in my 2021 Intuit Link"?

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    bransomm
    Level 2
    ‎12-26-2021 01:18 PM

    Opps, yes.  Get calendar years mixed up with tax years, lol

    Matt C
    Employee
    Employee
    ‎01-03-2022 02:36 PM

    Hi @bransomm, unfortunately I'm not able to help with this issue. Could you try contacting support for this one?

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