itonewbie
Level 15
01-31-2020
07:09 PM
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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.
- When you're in Link, choose Tax Year 2019 from the left panel dropdown;
- On the far right of your client's name under ACTIONS, click on Review;
- On the next screen, click on the little triangle next to the Add Request button and select the Template to use;
- Edit as necessary; and
- 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
Still an AllStar