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As a taxpayer, how can I send documents to my prepareraccountant using Intuit Link?

NOTE:  Maximum size of a file that can be uploaded to Link is 30 MB.

Solution Description

The taxpayer can upload documents from their computer or download documents from Financial Institutions and Payroll Providers.

Add a document to a question that was created by the Tax Preparer

  1. Select the To Do tab.
  2. Select Continue To Do's
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  1. Select View questions in list to see all questions on the same page.
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  1. Click the paper clip or click Add a Document.
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  1. Select Upload It to upload a document from your computer.
  2. Browse to folder where the document is saved, select the document, and click Open.
To upload multiple documents in response to one question from the accountant, hold down the crtl key on your keyboard and click the files that need to be uploaded.  Then click Open. Alternatively, you can upload one file at a time to a single question by clicking the paper clip, selecting one document to upload, and then repeating this process multiple times.