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How to attach documents to send to a client in Intuit Link

SOLVEDby IntuitLacerte Tax15Updated July 13, 2022

This article will walk you through attaching documents in Intuit Link to send to the taxpayer/client.

 

Your client must first accept your invitation before you can add an attachment.

Follow these steps to send an invitation to your client:

  1. Open Intuit Link.
  2. Under the Actions column for the applicable client, click Invite.
  3. Complete the email.
  4. Click Send Invite.

The client will then receive an email invitation to Intuit Link. All they have to do now is click on Get Started from within the email and log in.

The taxpayer's user ID will always be their email address. If the client doesn't have an online account with Intuit, they'll be asked to create an account and create a password before logging in.

After the client accepts the invitation, the accountant can now attach documents to send to the client.

  1. Click on the clients name on the Link Clients list.
  2. Click on the Documents tab.
  3. Click the Upload To Client button.
  4. Select the file and then click Open.
  5. Click Done to complete the upload.

The document will now appear under the Shared by you section.

intuit-link-shared-by-you.jpeg

  1. Click on the clients name on the Link Clients list.
  2. Go to the Request tab.
  3. Click the Add Request button.

intuit-link-share-request.png

  1. Select appropriate request type. 
    • You can attach files to all types of requests.

intuit-link-add-request-3.png

  1. Type a description or question in the Request Text field.
    • This is required.
  2. Click the Attach file(s).
  3. Browse the hard drive and select the desired document, and then click Open.

intuit-link-navigate-hard-drive.png

  1. After the file has been uploaded, click Done.
    • The attached file will appear on the bottom of the Add Request window.

intuit-link-request-type-4.png

  1. Click Save to add the request.
  2. When ready to send the document(s) to the client, click Send # draft requests or Send without email.
    • Send without email - sends the request(s) to the clients Link portal, but they don't get an email in their inbox informing them they have new requests waiting for them.
    • Send # draft requests - sends the request(s) to the clients Link portal, and the client receives an email informing them that they have new requests waiting for them.

intuit-link-send-draft-request-5.png

The client can now sign in to the taxpayer Intuit Link website to view the attached documents by going to the Documents tab.

All documents sent to the taxpayer from the preparer will appear under the Received from Tax Professional section. To view the document, click on the document name.

intuit-link-from-your-tax-professional-6.jpeg

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