itonewbie
Level 15

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

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

0 Cheers