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- Document Retrieval in IntuitLink without a linked Tax return
Document Retrieval in IntuitLink without a linked Tax return
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Janene
Level 2
02-16-2023
11:23 AM
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My client accepted his invitation to Link and uploaded 18 docs. Unfortunately, his uploads did not "link" to a tax return. Support says there is no way to retrieve this info and I will have to resend the invitation and the client will have to redo everything. This is not acceptable. There needs to be a way for the tax preparer to access these docs. we can see that they are in link. I am sure some smart engineer at Intuit can figure out a way to get these docs out.
