jvb1
Level 2
12-10-2020
05:08 PM
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1. A client is invited to Intuit link in 2016 and uploads some documents.
2. I invite a the same client again in 2020 and the documents the client uploaded for 2016 show up in the 2020 documents list. "From You".
3. This is bizarre. How do I remove documents from a prior year. I don't mind seeing 2016 documents when I am in Tax Year 2016. But do I mind seeing 2016 documents when I am in Tax Year 2020.
4. If you are confused, so am I.
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