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Intuit Link - More Flexibility Needed

Shari_Stelling
Level 1

Is anyone else having an issue with Intuit Link only going to the primary taxpayer?  Sometimes the spouse is the one that manages the documents.  The work around is to switch the taxpayer order, but we wouldn't do this since the previous year's data for each taxpayer is automatically populated into the new tax year.  Another workaround is to leave the taxpayers as is, but switch the email addresses.  This sends the invitation to the person we choose, but it is still addressed to the primary taxpayer.  It would be nice to have more flexibility when sending invitations to Intuit Link.  

Has anyone found a better workaround?

1 Comment 1
IntuitGabi
Community Manager
Community Manager

Thanks for your recommendation. Leave your votes and comments on these related posts: 
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