itonewbie
Level 15

No, if your client already accepted the invite from a prior year, you do not send another invite from within Link but the actual requests.

  1. When you're in Link, choose Tax Year 2019 from the left panel dropdown;
  2. On the far right of your client's name under ACTIONS, click on Review;
  3. On the next screen, click on the little triangle next to the Add Request button and select the Template to use;
  4. Edit as necessary; and
  5. Click on the button for Send ## Draft Requests.

I'm aware PS has an in-built function to send the request but this may be a workaround if you're having problem.  Try that out with your own personal or test email before using it with your clients.

Good luck.

 

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Still an AllStar

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