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Intuit Link in ProConnect Tax

by Intuit Updated 4 months ago

Quick Summary

  • Intuit Link is a cloud-based platform that facilitates collaboration and communication between accountants and their clients.
  • It allows accountants to securely share and request financial documents, exchange messages, and monitor the status of work in progress.
  • If you're new to Intuit Link, see here.

Customize your Link settings and organizer templates

  1. Select Intuit Link on the left side of your screen.
  2. Select Settings at the top right.
  3. Click the pencil button next to any item you wish to edit.
  4. Make your changes, then select Save.
  5. Scroll down to the Organizer templates section.
    1. If you used the PDF checklist before it was a part of Link, we saved a copy of your old checklist here for reference.
  6. Click Create a new template to start an organizer template from scratch - or select Duplicate on a Quickstart template to modify it.
  7. Select Edit to make changes to any portion of the organizer as needed.
  8. When you're satisfied with your settings, select Done.

Invite your clients to Link

  1. Select Intuit Link on the left side of your screen.
  2. Select Create request.
  3. Select the client you wish invite.
  4. Select Continue.
  5. You may be prompted to enter the client's email address. If so, enter the email, then press Save.
  6. Your default organizer will appear. Select Edit to customize any item for this client, or Preview to check what will be sent.
  7. Once you're satisfied with the organizer, select Continue.
  8. Edit the invitation email for this client if desired.
  9. By default, your client will be sent reminders every 7 days for a total of 5 durations, or until the client marks the request as done. If you do not want to send your client reminders, unmark the Send a reminder every 7 days until the client marks as done sharing tax information checkbox.
    • Reminders will stop if:
      • a request is deleted,
      • a request is marked as done by the client, (or)
      • the maximum numbers of reminders (5) has been sent.
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  2. Once done and ready to invite the client, select Send email.

To update or change the email used by Intuit Link:

  1. In ProConnect Tax, select Clients from the left navigation bar.
  2. Locate the client that you wish to update.
  3. For that client, select the down arrow on the Actions button, then select Edit client.
  4. Make your changes to the Client Information screen.
  5. When complete, select Next to save and return to the Clients screen.

To change the firm's email address displayed in a Link request sent to your clients, follow the steps below.

  1. In ProConnect Tax, select Intuit Link from the left navigation bar.
  2. In the top right of the screen, click the Settings link.
    • In the Firm information section, you will see the firm email displayed.
  3. Select the pencil icon to make changes
  4. When you're done making the changes, select Save.
  1. Select Intuit Link on the left side of your screen.
  2. The dashboard shows a snapshot of when your client was last active, and what requests they completed. Select View Request for details.
  3. The client's organizer will open.
    • Select Export to save the questionnaire responses (CSV) or client documents (ZIP file).
    • Select Engagement Letter, then choose the down arrow to save a copy of the signed engagement letter.
    • Choose the Personal Questionnaire or Document Checklist to view your client's responses.
    • Select Activity Feed to check the date and time your client completed each item.
  1. Go to the Tax Returns list.
  2. Click on the client's return name to open it.
  3. Select the clipboard on the right side of your screen to open the organizer.
  4. Click on Document Checklist.
  5. If your client already uploaded documents, click Import next to the document name.

For more details and information about what documents can be imported, click here.

Once your client has accepted your Link invitation for the current tax year, you can use Link to securely send their tax return for review.

  1. Open the tax return.
  2. Go to the File Return tab.
  3. On the left side of your screen, select View/Print Return PDF.
  4. Click on Share PDF via Link.

You'll see a message confirming that the tax return was shared and an email notification was sent to your client. You can let your client know to look for an email with the subject line "Tax return from your accountant", or advise them to sign in to Intuit Link and click on Shared Documents.

To verify the tax returns you've sent to your client using this feature, go to your Tax Returns hub and locate your client. Click the down arrow next to the View return button, then select View documents. Click the Shared documents button to view tax returns and other documents you've sent to your client.

For information on how the taxpayer uses Intuit Link see How do taxpayers use Intuit Link for ProConnect Tax?

ProConnect TaxWorkflow Add-On Link

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