GLS
Level 2
11-13-2023
11:53 AM
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I am new to intuit link. How can I upload a copy of the client's tax return to the link portal?
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4 Comments 4
ljr
Level 8
11-13-2023
12:18 PM
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upload a copy of the return into link or upload it from link into proseries?
if from link into proseries I'm pretty sure it cannot be done
GLS
Level 2
11-13-2023
12:39 PM
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I wanted to upload a copy of the completed return into link so that the client could access it in the portal. It looks like I have to create an item in the requests, mark the box that shows "Act as taxpayer", then upload it there. Does that sound right? I saw some very old tutorials from 2018, so the current link doesn't look the same now.
Level 11
11-14-2023
04:36 AM
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Print to pdf. Drag and drop pdf to upload
If at first you don’t succeed…..find a workaround
GLS
Level 2
11-14-2023
06:55 AM
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Thanks.