EST
Level 2
01-18-2021
07:02 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I hope you can ease my frustration with Intuit Link. I understand the document checklist is based on the previous tax return and that is fine.
However, the questionnaire that the clients receive is from 2019. How to I change that? I thought I had, but a client emailed that it had not changed.
I also wonder if I can add a cover letter in addition to the engagement letter and the invitation letter.
Thanks.