How to test Intuit Link as the accountant and taxpayer

You can test Intuit Link as the accountant and the taxpayer from one computer.

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

Before testing, you should:

• Create a new client in Intuit Link to test the taxpayer experience with.
• Set up one browser to log in as the accountant and a different browser to log in as the taxpayer.
  • For example, use Google Chrome for one browser and Firefox for the other.

Follow these steps to create a new client:

1. Log in to Intuit Link Accountant site.
2. Click on Add new client from the top right-hand side of the screen.
3. Select if Individual or Organization.
4. Enter an additional email address you have access to and set yourself up as a new client.
5. Click OK.
6. Go to the email account in a different browser and accept the invite.
7. You can now test Intuit Link as a taxpayer.