Help Articles

Intuit Help · ‎12-05-2019

Intuit Link makes data collection simple. Request and share documents and easily import them to the tax return -- all in the same place. Link is a secure online portal that makes client data collection faster and more organized. The dashboard makes it easy to keep track of what’s been submitted and what’s missing. Plus, now you can batch invite your clients to Link. Select an item below to learn more.

Customize your Link settings and organizer templates

Select Intuit Link on the left side of your screen.
Select Settings at the top right.
Click the pencil button next to any item you wish edit.
Make your changes, then select Save.
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.
Click Create a new template to start an organizer template from scratch - or select Duplicate on a Quickstart template to modify it.
Select Edit to make changes to any portion of the organizer as needed.
When you're satisfied with your settings, select Done.

Invite your clients to Link

Select Intuit Link on the left side of your screen.
Select Create request.
Select the client you wish invite.
Select Continue.
You may be prompted to enter the client's email address. If so, enter the email, then press Save.
Your default organizer will appear. Select Edit to customize any item for this client, or Preview to check what will be sent.
Once you're satisfied with the organizer, select Continue.
Edit the invitation email for this client if desired. Select Publish and send email to send.

Track client progress and export responses

Select Intuit Link on the left side of your screen.
The dashboard shows a snapshot of when your client was last active, and what requests they completed. Select View Request for details.
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.

Bulk uploading taxpayer documents

On the Documents screen, click the Browse button.
In the next window, search for and select the files you'd like to upload.
- Windows: To select multiple files on that are adjacent, use the Shift key and select the first and last file at the end of the entire range you wish select. Alternatively, to select multiple files not within a defined range, hold down the Ctrl key as you click on each file until all are selected.
- Mac: To select multiple files that are adjacent, use the Shift key and select the first and last file at the end of the entire range you wish select. Alternatively, to select multiple files not within a defined range, hold down the Command key as you click on each file until all are selected.
Once all desired files are selected, click Choose.
Select the Done button at the bottom of the Upload Progress window once the button presents itself.
Once the files are uploaded, the tool will then match the files with any source documents your tax preparer requested. Any uploads the tool was unable to match will be bucketed as Unmatched Documents, which may later be assigned a document type by the tax preparer.

Import documents into tax returns

Go to the Tax Returns list.
Click on the client's return name to open it.
Select the clipboard on the right side of your screen to open the organizer.
Click on Document Checklist.
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.

Send your client their tax return securely

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.

Open the tax return.
Go to the File Return tab.
On the left side of your screen, select View/Print Return PDF.
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.