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Client wants access to prior years' uploaded tax documents

Winter_2
Level 1

Hello, a client wants to see what documents were uploaded/submitted in a prior year. On my side those documents labeled as shared with client, but he says he doesn't see it. Please help.

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1 Comment 1
George4Tacks
Level 15

Try changing the e-mail address as shown here https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/taxpayers-use-int...

 


Here's wishing you many Happy Returns
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