jvb1
Level 2

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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