I believe that it is still the case that only clients can delete documents that they have uploaded to Intuit Link for ProSeries (I'd be grateful if anyone could confirm this), but what is true of documents and questionnaires initiated by the accountant or tax expert? Can they delete their own uploads / creations? We ask this as a UK-based firm who has data Protection responsibilities to consider (and meet) in respect of all client personal data that is processed in completing a US return.
Best Answer Click here
This discussion has been locked. No new contributions can be made. You may start a new discussion here
Did you look at the topic where you first asked this same question?
Because it helps to keep the discussion in the same topic you already started. I will close this duplicate.
Did you look at the topic where you first asked this same question?
Because it helps to keep the discussion in the same topic you already started. I will close this duplicate.
This may hold the key https://accountants-community.intuit.com/questions/1712088-how-do-i-delete-a-document-in-clients-fol...
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.