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My client used Intuit Link last year, so she knows how it works. She uploaded 3 documents, and I see in client activity that she did so, however neither she nor I can see the uploads. Is there something new this year that we do
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♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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When we open Link now, it says TY21, so we are assuming it is already open for clients to use. I cannot find anything on the Intuit website or the Link website that says we can't use it yet.
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Did you check the year? They might have uploaded it back under 2020. I use link and I've had to go search for files. I haven't tested 2021 yet. Way to early for that. I'm not "sending" current year link requests until closer to tax season.
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Yes, I checked the year. When my client and I open Link, it says TY21. She used Link last year, so I didn't send a request to her. She had some receipts that she wanted to load now so she wouldn't have to find them later at tax time.