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The functionality of Intuit Link seems really limited in general. I'm not sure why they can't take the tax organizers that are generated in Lacerte and apply th...
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The document types in the drop-down don't include Schedule K-1, which seems odd. I know it uses the "other" choice, but a K-1 is such a common form I don't see ...
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When using Intuit Link to send out the tax organizers, you can only send to one email address. The client information (not inside the tax return, but the softwa...