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How to test Intuit Link as the accountant and taxpayer

by Intuit Updated 6 months ago

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

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.
Lacerte TaxProSeries BasicWorkflow Add-On Link

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