intuit link setup

[vpickens]

In ProSeries there are two fields (taxpayer and spouse).

The clients usually designate one person for completing the intuitlink information.  However, we can't choose when we send the invitation to IntuitLink.  The default is the taxpayer, even if it is the spouse who is the person completing the information in IntuitLink.

The work around is that I place the spouse's e mail address in the taxpayer field.  Then after the invitation is accepted I have to revert them for other add-ons (like docu-sign).

suggestion - create a field on the information worksheet for the intuitlink invitation.

In one (I repeat) only one of my clients wants a dual system so that each person can access the same intuitlink page.  For some reason they can't seem to coordinate between each other.  They find it cumbersome for example if they forgot the password and the prompt goes to only one person.