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Inuit Link client status
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violajr
Level 3
01-25-2022
01:46 PM
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Is there a way that you can create custom client status in Intuit link. Would be nice to make a note there like waiting for 1099 or assigned to xxx. Or even tax return in progress. It is helpful when you have multiple prepares and you can see that a clients paperwork has already been downloaded by a preparer.
Only status that I can set is client marked done.
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