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"Primary taxpayer SSN is already used by the firm" error when inviting a client to Link

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"Primary taxpayer SSN is already used by the firm" error when inviting a client to Link

When you send a Link invitation, Lacerte checks to see if a client with the same SSN already exists in Link. If a client with the same SSN does exist in Link, the Lacerte program then compares the client's email address that exist in Lacerte and Link.  If the Link client has a different email address than the Lacerte client,  you'll receive an error message stating "The primary taxpayer SSN is already used by the firm. Please enter a unique SSN and try again."

To resolve this error:

  1. Sign in to Intuit Link.
  2. Find the client you're trying to invite.
  3. Click on the client's name, then select Edit.
  4. Change the email address to match the client's email address in Lacerte.
  5. Then reinvite the client to Link from the Lacerte program.

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