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How do I upload a new client's prior year (paper) return ?

djvanderaa
Level 1
 
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2 Comments 2
IRonMaN
Level 15

Unless you are David Copperfield, you can't


Slava Ukraini!
bkris
Level 2

The pdf copy of the return can be uploaded to the Intuit Link portal. Click on the client name in intuit link. Then when the window opens up, select act as a taxpayer. Upload the document under the document checklist. The client will find this document under the "To Firm" folder.

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