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What is Intuit Link in ProConnect Tax?

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Intuit

What is Intuit Link in ProConnect Tax?

Intuit Link makes data collection simple. Request and share documents and easily import them to the tax return — all in the same place. Link is a secure online portal that makes client data collection faster and more organized. The dashboard makes it easy to keep track of what’s been submitted and what’s missing. Plus, now you can batch invite your clients to Link. Click on an item below to learn more.

Customize your Link settings and organizer templates

  1. Click Intuit Link on the left side of your screen.
  2. Select Settings at the top right.
  3. Click the pencil button next to any item you want to edit.
  4. Make your changes, then press Save.
  5. Scroll down to the Organizer templates section.

Note: If you used the PDF checklist before it was a part of Link, we saved a copy of your old checklist here for reference.

  1. Click Create a new template to start an organizer template from scratch - or click Duplicate on a Quickstart template to modify it.
  2. Select Edit to make changes to any portion of the organizer as needed.
  3. When you're satisfied with your settings, click Done.

Invite your clients to Link

  1. Click Intuit Link on the left side of your screen.
  2. Press Create request.
  3. Select the client you want to invite.
      To invite multiple clients using the same organizer template, check the boxes beside each of their names. Clients who don't have an email address entered or who have already been invited will be greyed out here.
  4. Click Continue.
  5. You may be prompted to enter the client's email address. If so, enter the email, then press Save.
  6. Your default organizer will appear. Click Edit to customize any item for this client, or Preview to check what will be sent.
  7. Once you're satisfied with the organizer, click Continue.
  8. Edit the invitation email for this client, if desired. Click Publish and send email to send.

  1. Click Intuit Link on the left side of your screen.
  2. The dashboard shows a snapshot of when your client was last active, and what requests they completed. Press View Request for details.
  3. The client's organizer will open.
    • Click Export to save the questionnaire responses (CSV) or client documents (ZIP file).
    • Select Engagement Letter, then click the down arrow to save a copy of the signed engagement letter.
    • Click on Personal Questionnaire or Document Checklist to view your client's responses.
    • Select Activity Feed to check the date and time your client completed each item.

  1. Go to the Tax Returns list.
  2. Click on the client's return name to open it.
  3. Select the clipboard on the right side of your screen to open the organizer.
  4. Click on Document Checklist.
  5. If your client already uploaded documents, click Import next to the document name.

For more details and information about what documents can be imported, click here.

Once your client has accepted your Link invitation for the current tax year, you can use Link to securely send their tax return for review.

  1. Open the tax return.
  2. Go to the File Return tab.
  3. On the left side of your screen, select View/Print Return PDF.
  4. Click on Share PDF via Link.

You'll see a message confirming that the tax return was shared and an email notification was sent to your client. You can let your client know to look for an email with the subject line "Tax return from your accountant", or advise them to sign in to Intuit Link and click on Shared Documents.

To verify the tax returns you've sent to your client using this feature, go to your Tax Returns hub and locate your client. Click the down arrow next to the View return button, then select View documents. Click the Shared documents button to view tax returns and other documents you've sent to your client.

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