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Add: mortgage interest statements (form 1098) is completely left off of the Document Checklist if the mortgage interest is input in the Excess Mortgage Interest...
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Add Health Savings Accounts contributions (form 5498-SA) and withdrawals (form 1099-SA) to thelist that the personalized Intuit Link Document Checklist ignores ...
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Add IRS IP PINs to the list that the personalized Intuit Link Document Checklist ignores when it knows they taxpayers had a PIN number the prior year.
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Overall, I've been happy using Intuit Link as my client portal, but there are a number of improvements that would save accountant's a tremendous amount of time,...
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It would be great to have the option to receive updates on diagnostics so preparers can know when they can proceed with reviewing and filing a tax return. We've...
