How to attach documents to send to a client in Intuit Link

The taxpayer's user ID will always be their email address. If the client doesn't have an online account with Intuit, they'll be asked to create an account and create a password before logging in.

After the client accepts the invitation, the accountant can now attach documents to send to the client.

1. Click on the clients name on the Link Clients list.
2. Click on the Documents tab.
3. Click the Upload To Client button.
4. Select the file and then click Open.
5. Click Done to complete the upload.

The document will now appear under the Shared by you section.

1. Select the client name in the Link Clients list.
2. Go to the Request tab.
3. Select Add Request.
4. Select the appropriate request type. 
   • You can attach files to all types of requests.
5. Enter a description or question in the Request Text field.
   • This is required.
6. Select Attach file(s).
7. Browse the hard drive and select the desired document, and then select Open.
8. After the file has been uploaded, select Done.
   • The attached file will appear at the bottom of the Add Request window.
9. Select Save.
10. When ready to send the document(s) to the client, select Send # draft requests or Send without email.
    • Send without email - sends the request(s) to the clients Link portal, but they don't get an email in their inbox informing them they have new requests waiting for them.
    • Send # draft requests - sends the request(s) to the client's Link portal, and the client receives an email informing them that they have new requests waiting for them.

The client can now sign in to the taxpayer Intuit Link website to view the attached documents by going to the Documents tab.

All documents sent to the taxpayer from the preparer will appear under the Received from Tax Professional section. To view the document, click on the document name.