We are familiar with the intuit link to the portal for individual tax clients. Is this option available for partnerships and corporations?
Not for partnerhips; I don't know about C corps. I only do a few partnerships, but I also do the individual returns for the tax matters partner. I ask them to upload the partnership docs to the individual link.
Ok that's what I thought. We actually set up a business on the 1040 homebase and then invited the client to use the portal that way. I noticed that there are templates for requests that show partnership and corporation, so I was just wondering. Hoping that option is more direct in the future.
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