IntuitJim
Employee
Employee

To resend your Intuit Link tax organizer, Edit your Link request (go into document request and add a new item), Save the request, it should send a new email to your client with the update. 

To add the personal questionnaire and document request to your Link request, the client will first need to accept the invite.  Once they accept, EDIT the request and check the box for the personal questionnaire and document request. That should do it!

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