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Intuit Link experience with ProConnect

SOLVEDby Intuit7Updated October 07, 2022

In this article we will go over the experiences of both the taxpayer and accountant when using Intuit Link with Intuit Link.

This information may prove useful to you if:

  • You are a taxpayer who just logged in after accepting your accountant's e-mail invite and want to know what to do next.
  • You are an accountant who needs help getting your client off on the right track.
  • You are an accountant who is new to using Intuit Link and just received your first notification that a client shared the requested information.

Taxpayer

After logging into Intuit Link, you will be introduced to your dashboard, as seen below:

PCG_L130Fyxfa_001.png

On your dashboard will see a list of items that, per your accountant, needs to be completed for this tax year. First of which will be the engagement letter from your accountant.

As for the remaining items, let's start from the top and work our way down:

Questionnaire

Upon selecting Questionnaire, you will be taken to a screen similar to this:

PCG_L130Fyxfa_002.png

To answer one of the listed questions, simply select one of them to open up the response field. If the question is not applicable to you, mark the Does not apply box in the lower-right. Once you are done answering a question, click Save and proceed to the next.

When you've finished answering all of the questions, select Go to Documents.

Document Checklist

After selecting Go to Documents from the Questionnaire, or accessing the Document Checklist directly from your dashboard, you will be taken to a screen similar to this:

PCG_L130Fyxfa_003.png

At the top of this screen you will see the many ways Intuit Link allows you to upload clients for your accountant:

  • Get my W-2: The fastest way to add your W-2.
  • Get my forms: The most secure way to add your documents.
  • Get it from Google Drive: Import documents from your Google Drive.
    • If selected, in a secured pop-up you will be asked to sign in to your Google account and grant the program permission to access Google Drive.
  • Drag-and-drop browsing from local device.

Use the option that fits your needs best, paying mind to the Requested items from your accountant listed below.

Once you have uploaded everything you need to share with your accountant, to share your documents and responses with your accountant, click the I think I'm done button.

You will then be asked if you are sure want to notify your accountant. If so, select Yes, notify my accountant to proceed:
PCG_L130Fyxfa_005.png

After you are taken back to your dashboard, you may now use the Shared documents drawer to review what you've shared.

If you open the drawer before sharing any documents, it will look something like this:

PCG_L130Fyxfa_004.png

Accountant

To access your Intuit Link dashboard within ProConnect, select PCG--UI_PTO_navbar-tax-link.png from the left-hand navigation bar.

On the dashboard, you will be able to see the following for each client:

  • Client: Their name as well as their e-mail address.
  • Engagement: Let's you know if your customer has completed the engagement letter.
  • Questions: Informs you of how many questions your client has answered.
  • Documents: Tells you how many documents (of those requested) your client has shared with you.
  • Type: The type of tax return that will need to be completed for the client.
  • Last active: When the client last logged in and used Intuit Link.
  • Status: The current status of the exchange between you and your client.
  • Actions: The actions available to you at this point in the exchange.

In the situation where you just received notification that your client has shared the information with you, will see that the Status shows "Needs review."

Actions available to you at this point:

  • View request
  • Send email
  • Open tax return
  • Mark as not done
  • Delete

Keeping the scenario above in mind, you need to review the information the client has shared. To do that, proceed by selecting View request.

This will open the drawer for your client, which will open up from the right-hand side, similar to your Data Import drawer when working on a tax return.

PCG_L130Fyxfa_009.png

It is here that you can begin reviewing the information and documents shared with you by your client. Simply select one of the items listed under Tax organizer.

In the event that your client's request is not done, you can inform the client of this by selecting Mark as not done in the lower-right of the drawer.

As noted earlier, this option is also available under the Actions column your dashboard.

Once you've selected Mark as not done, you will be asked to confirm that you want to notify the client that they need to review their tax organizer. If so, select Yes, notify my client.

The following in-program notification will present itself when Intuit Link has successfully sent the client notification:

PCG_L130Fyxfa_008.png

You've now reviewed the information you've requested from your client, found that it was incomplete, and informed your client of this, all from within Intuit Link.

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