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Is Intuit Link available for ProSeries Pro pay per return?

ahspierer
Level 1

I use ProSeries Pro for 2018 as a single user and a pay per return, and am interested in Intuit Link.  I see Intuit Link under tools, but all items are greyed out and I can't select anything.  I also don't see Intuit Link as a column header in Homebase as shown in the videos.  I realize tax season if over, but I'm trying to prepare for 2019.  Am I missing something in setup, or if it's not available as a single use, etc?


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Accepted Solutions
itonewbie
Level 15

Perhaps try Lisa's suggestions here?

https://accountants-community.intuit.com/questions/1805490-i-do-not-have-the-intuit-link-column-on-m...

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Still an AllStar

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8 Comments 8
ahspierer
Level 1
Thank you.  My answer is more fundamental.  I cannot click on Intuit Link from my ProSeries program.  I don't know why.
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ahspierer
Level 1
My question/problem is more fundamental, sorry.
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itonewbie
Level 15

Perhaps try Lisa's suggestions here?

https://accountants-community.intuit.com/questions/1805490-i-do-not-have-the-intuit-link-column-on-m...

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Still an AllStar
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Just-Lisa-Now-
Level 15
Level 15
I had forgotten about my answer!   Looks like you need to be in 1040 view, not ALL returns and not in the EF Center

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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itonewbie
Level 15
:+1::+1:
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Still an AllStar
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ahspierer
Level 1
HI Lisa, that was it.  I had to be in 1040 only.  thank you so much!!
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itonewbie
Level 15

Intuit Link is including in the PPR pricing.  You may like to refer to this article for how the integration works: https://accountants-community.intuit.com/articles/1861474-using-proconnect-intuit-link-in-proseries

Before you actually use it with your clients, make sure you have tested it both as the accountant and client, to familiarize yourself with not only the workflow but also the quirks and shortcomings.  You will need that knowledge to guide your clients, especially if they haven't used it before.

You may also like to search for threads related to Link so that you know what to expect.  It doesn't matter much whether the discussion is associated with which Intuit tax product because it works almost the same way with each: https://accountants-community.intuit.com/search?filters%5Bcountry%5D=US&filters%5Bdocument_type%5D=Q...

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Still an AllStar
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ahspierer
Level 1
Thank you.  My question is more fundamental.  I cannot click on Intuit Link from my ProSeries program.  I don't know why.
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