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- Putting though request based on last year's return
Putting though request based on last year's return
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MC726
Level 1
01-15-2024
08:59 AM
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I invited one client & sent the request at the same time. The request for documents included all documents from the prior year. Another coworker invited several clients to use link but did not send the request for documents. Is there a way to request documents based on prior year data entry after the client has accepted the invitation?
Thanks for your help.
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Strongsilence-C
Level 10
01-15-2024
09:26 AM
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I have the same problem on Saturday. I use Lacerte. I am not a Link expert so I don't know the solution.
