Organizers
Intuit Link makes data collection simple. Request and share documents and easily import them to the tax return -- all in the...
ProConnect Tax Online•37•ic-clockCreated with Sketch.Updated 3 days ago•
The current year organizer needs to be accessed from the prior year program. Click here for more information. Click on the...
Lacerte•41•ic-clockCreated with Sketch.Updated 4 days ago•
With Intuit Link you can: To send a tax year 2020 Link organizer from the 2019 Lacerte program: To send a Link organizer from...
Intuit Link•28•ic-clockCreated with Sketch.Updated 1 week ago•
Before you start: Un-invite a client who has previously accepted the invitation Un- invite a client whose Intuit Link status...
Lacerte•2•ic-clockCreated with Sketch.Updated 1 week ago•
You may receive an error message of "Client Failed During Processing" when you attempt to print organizers for one or more of...
Lacerte•4•ic-clockCreated with Sketch.Updated 1 month ago•
You'll use last year's Lacerte program to send an E-Organizer for the upcoming year. See Accessing the Organizer or...
Lacerte•22•ic-clockCreated with Sketch.Updated 1 week ago•
Before you start: General usage questions: Questions about the taxpayer experience: How does Intuit Link work for my specific...
Lacerte•4•ic-clockCreated with Sketch.Updated 2 days ago•
Before you start: To re-invite a client: Clients with an Invite Accepted status cannot be re-invited to a different email...
Lacerte•10•ic-clockCreated with Sketch.Updated 1 month ago•
This article will help you download your client's Intuit Link responses and documents. You can then save the information to...
Lacerte•11•ic-clockCreated with Sketch.Updated 5 days ago•
Get answers to frequently asked questions about Intuit Link Question 1 . A new client was invited in the tax year yet also...
Lacerte•26•ic-clockCreated with Sketch.Updated 3 days ago•