Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Intuit
Virtual · Free
Elevate 2026
Tax Day isn't the finish line — grow your firm at our two-day virtual conference
Free CPE/CE
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Intuit LInk
Intuit LInk
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Rainman1966
Level 3
01-16-2025
01:59 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Logging into Link from ProSeries all my clients who used Link in 2023 appear. I did not think that I had to re-invite a client if they used Link in the past, in order for the documents from 2023 to load into Link. Do we need to re-invite a client in ProSeries in order for the 2023 documents to appear.
Labels
2 Comments 2
lbones
Level 5
01-17-2025
07:03 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I do not re-invite. I just send my template that I develop to them from Link. I delete out questions on the template to meet the clients tax situation.
Rainman1966
Level 3
01-18-2025
10:15 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank you for your response. I also have a template that I include but I do like the previous years tax documents to show up. Using my self as a test case I found that in order to have my 2023 documents added to link automatically I do need to invite myself.
