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- Is there a list of forms that Intuit Link includes or excludes from the client request checklist?
Is there a list of forms that Intuit Link includes or excludes from the client request checklist?
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ctoukan
Level 2
01-19-2022
11:06 AM
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We have noticed that certain forms that you'd think would be in the request checklist would be there, like a 1098-T, but it's not. We would just like to be prepared so we can provide any supplemental questions to clients who won't be prompted by the intuit checklist requests to provide documents. Is there a list somewhere that provides this info? I've contacted intuit and it doesn't seem like anyone can provide me with a lot of info on intuit link.
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