Intuit Link makes data collection simple. Request and share documents and easily import them to the tax return -- all in the...

The current year organizer needs to be accessed from the prior year program. Click here for more information. Click on the...

With Intuit Link you can: To send a tax year 2020 Link organizer from the 2019 Lacerte program: To send a Link organizer from...

Before you start: Un-invite a client who has previously accepted the invitation Un- invite a client whose Intuit Link status...

You may receive an error message of "Client Failed During Processing" when you attempt to print organizers for one or more of...

You'll use last year's Lacerte program to send an E-Organizer for the upcoming year. See Accessing the Organizer or...

Before you start: General usage questions: Questions about the taxpayer experience: How does Intuit Link work for my specific...

Before you start: To re-invite a client: Clients with an Invite Accepted status cannot be re-invited to a different email...

This article will help you download your client's Intuit Link responses and documents. You can then save the information to...

Get answers to frequently asked questions about Intuit Link Question 1 . A new client was invited in the tax year yet also...