Getting started with Intuit Link in ProConnect Tax

This article provides a full walkthrough of Intuit Link for ProConnect Tax:

For more Intuit Link resources, check out our Learning more about Intuit Link in ProConnect Tax page where you'll find answers to the most commonly asked questions.

Step 1: Invite your clients to use Intuit Link.

Before the taxpayer can access Intuit Link, you'll need to invite them. See How to invite a client to Intuit Link for steps. This article also shows you how to troubleshoot if the taxpayer didn't receive the email.

Step 2: Taxpayer uses Intuit Link to answer questionnaire and upload documents.

Once you invite the taxpayer, they will need to select the link in the email to setup their account or sign in. This activates the two way communication between you and the taxpayer.

This article has instructions for the taxpayer, including how to change their email address and upload documents: How do taxpayers use Intuit Link?

Step 3: Access client responses and import documents into the tax return.

This article shows you how to access the link portal in ProConnect Tax: Intuit Link access.

• See Using Intuit Link to import documents into a return for overall usage, including what forms you can import.
• You can also use the new data input drawer while your inside of the clients return. See Using the input drawer to import data and more.

Advanced Options: Customization, Tracking and Sending Documents to the taxpayer.

Now that you've seen the basic workflow on how to communicate with your client via Intuit Link there are some more advanced features you can explore. Intuit Link shows you how to customize your Intuit Link settings and organizer template, track client progress, and send the completed tax return to the taxpayer.