gretchenbuchana
Level 2
10-20-2020
03:56 PM
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I want to set up a new 2020 client for Intuit Link that was not my client in 2019. Can I invite them without entering their 2019 tax return in Lacerte? All of the instructions I see are for existing clients.
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brettlin
Level 3
10-20-2020
05:20 PM
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Yah, you can add a client to the portal directly in the portal. If you don't enter their 2019 stuff, there won't be a 'full' e-organizer that will generated for them, but you can still create a folder for them and invite them.
