itonewbie
Level 15
04-27-2020
10:41 PM
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When you create a new request under Lacerte, you should see an option to Edit the Engagement Letter for someone who had previously accepted an invitation. Do you not see that option?
See also this article for a detailed explanation: https://proconnect.intuit.com/community/help-articles/help/using-intuit-link-in-lacerte/00/5170
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Still an AllStar
Still an AllStar