RobynK
Level 3

Did you ever get an answer to this?  It seems ridiculous that the same functionality isn't available for all tax types.  For now, I'll just invite business clients directly from Link, but I very much hope Intuit gets this fixed quickly.  I haven't quite figured out how to attach Link clients to Lacerte clients if I originally invited them to Link (before having them set up in Lacerte), so if anyone has any answers to that, it would be helpful.  Particularly if we actually have to do it this way for every business client.

Thanks for any help!