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Intuit link is defaulting to 2023 instead of 2024, when either we or the client access it. Is there a way to change the default to the current year 2024?
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Ok that's what I thought. We actually set up a business on the 1040 homebase and then invited the client to use the portal that way. I noticed that there are te...
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We are familiar with the intuit link to the portal for individual tax clients. Is this option available for partnerships and corporations?
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I wanted to upload a copy of the completed return into link so that the client could access it in the portal. It looks like I have to create an item in the requ...