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Send second invite to intuit link to same customer. they lost original link.

pstrakovits
Level 1
 
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1 Solution

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itonewbie
Level 15

You will need to delete the existing invitation to resend it.  Note, however, that you will lose everything you have set up in that invitation.

  1. Click on Intuit Link on the left panel.
  2. On the line for the taxpayer whose invitation you would like to resend, click on the dropdown under "ACTIONS" and select "Delete"
  3. Follow the normal process for creating an invitation.
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Still an AllStar

View solution in original post

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1 Comment 1
itonewbie
Level 15

You will need to delete the existing invitation to resend it.  Note, however, that you will lose everything you have set up in that invitation.

  1. Click on Intuit Link on the left panel.
  2. On the line for the taxpayer whose invitation you would like to resend, click on the dropdown under "ACTIONS" and select "Delete"
  3. Follow the normal process for creating an invitation.
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Still an AllStar
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