itonewbie
Level 15

Glad to be of help and thanks for the clarification.

You might be surprised how Link does not work so well with PTO either (although there is no denial it has better integration with both Link and QBO).  Unfortunately also, the only way to modify returns printed from PTO (or even just the client letter, which is actually basic filing instructions) is to use an external PDF editor.

As you mentioned, you could upload a separate file to Link for your clients' reference, along with the finalized return.  In case you are not aware, there were a lot of complaints about the native share the return with client function last year.  For one, you don't get to see what and how the return has been shared.  Second, there is no way to retract it in case something goes wrong.  A better option, again, is to use either the Act as taxpayer function in the Link drawer or create a new request within the Link for Accountant portal as suggested in my previous response - at least until this functionality is drastically improved and we haven't heard that it would thus far.

 

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Still an AllStar