mcagan
Level 2
01-30-2021
06:41 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I tried but the organizer seems to become unavailable as a choice. I originally sent just the questionnaire because the document request wouldn't let me use my standard and was forcing a "personalized" version that didn't capture all the info I wanted.
Labels
itonewbie
Level 15
01-30-2021
08:28 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You may like to refer to these recent discussions for steps you can follow:
https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/intuit-link/00/113719
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
mcagan
Level 2
01-31-2021
04:39 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi, I did look at those, but neither seemed to address my specific issues. I sent the questionnaire already, but can't seem to now send the document upload checklist - it's grayed out when I try to resend.