itonewbie
Level 15

@brettlin wrote:

How do we go about setting up client on Link when there is a married couple? I cannot see how to add multiple email address to the client folder for it to link back to the Lacerte software?

Main trouble I've run into is the husband is listed as the taxpayer in Lacerte but the wife is handling all of the tax work and document uploading. The email invite only goes to the taxpayer when I invite through Lacerte.

Thanks.


Link is not designed to work with more than one taxpayer.  The only thing possible is to set up the taxpayer's email address with the spouse's if the spouse will be the primary contact for data gathering.  Not ideal but that's your only option for Link until Intuit decides to change how it works.

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