Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Putting though request based on last year's return

Level 1

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.

1 Comment 1

I have the same problem on Saturday.  I use Lacerte.  I am not a Link expert so I don't know the solution.

0 Cheers