I agree that I do not understand Intuit Link well at all.  That is why I am asking.  My client sent me a message inquiring as to why the 2019 questionnaire appeared and asked if he should just answer those questions.  I had already checked when I logged in as a user and did not have that issue.

Since you have expertise in Link,  I wonder if you can shed light on the first issue I needed to correct.  The engagement letter was imported from Lacerte with all those (archaic) paragraph editing indicators that have been updating each year for 25 years. I deleted them all to no ill effect, but wonder why they were not edited out automatically.