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Intuit Link invite
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SGATAX
Level 1
02-24-2022
08:38 PM
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I have clients that are divorced, have been for years. I still prep both returns. Using Link for the first time this year. I did one spouse return, all good no problem. When I went to invite the other spouse with her individual link, it completely blended with the first spouse's file! I deleted the second spouse's file, re-imported it from last year, changed the name of the tax file, changed the email address....and it still combines the files!
Any ideas how to fix this?
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1 Comment 1
GodFather
Level 8
02-25-2022
05:59 AM
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Have you tried editing the client within Link itself? I'm new to ProSeries and this is year 1 for me. With that said, I am using Link and there have been times where I've edited the clients email address within Link and not on the Info Worksheet. It worked in my case. Just a thought.
