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Taxpayer opens Link to add documents but no items show up in his 'to do' list.

2345
Level 1

Sent taxpayer Link invitiation and he opens Link but no items show up in his to do list.

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1 Comment 1
ljr
Level 8

I'm getting that on a few clients 

they can just add items themselves or sometimes I do a document request that just say 2024 paperwork so they can attach to that one line

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