How to invite 1065 and 1120S clients to Proseries Intuit Link?

curt1 · ‎12-06-2019

How do I use Proseries to invite partnership and corporation clients to Intuit Link? I can see questionnaire templates inside Link for 1065s and 1120S but there's no way to invite them within Proseries (like there is with 1040 clients). Is adding them directly within Intuit Link the only way?

IntuitCharlene · ‎12-06-2019

Unfortunately Intuit Link has only been added for 1040 tax returns with in the program.

This would make a great enhancement request for the program. This site will let you submit a request to development to add this feature in future years of ProSeries: https://intuit.uservoice.com/forums/31961-proseries-tax-product-suggestions

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

View solution in original post