itonewbie
Level 15
02-05-2021
02:17 PM
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Indirectly, yes. You need to add an item to the Document Checklist, describe what you'd like your client to do, save and exit from the Intuit Link drawer, then go back into the Intuit Link drawer, check the box to Act as taxpayer, and upload the document.
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Still an AllStar
Still an AllStar