Intuit Link in ProConnect

1. Select Intuit Link on the left side of your screen.
2. The dashboard shows a snapshot of when your client was last active, and what requests they completed. Select View Request for details.
3. The client's organizer will open.
   • Select Export to save the questionnaire responses (CSV) or client documents (ZIP file).
   • Select Engagement Letter, then choose the down arrow to save a copy of the signed engagement letter.
   • Choose the Personal Questionnaire or Document Checklist to view your client's responses.
   • Select Activity Feed to check the date and time your client completed each item.

1. On the Documents screen, click the Browse button.
2. In the next window, search for and select the files you'd like to upload.
   • Windows: To select multiple files on that are adjacent, use the Shift key and select the first and last file at the end of the entire range you wish select. Alternatively, to select multiple files not within a defined range, hold down the Ctrl key as you click on each file until all are selected.
   • Mac: To select multiple files that are adjacent, use the Shift key and select the first and last file at the end of the entire range you wish select. Alternatively, to select multiple files not within a defined range, hold down the Command key as you click on each file until all are selected.
3. Once all desired files are selected, click Choose.
4. Select the Done button at the bottom of the Upload Progress window once the button presents itself.
5. Once the files are uploaded, the tool will then match the files with any source documents your tax preparer requested. Any uploads the tool was unable to match will be bucketed as Unmatched Documents, which may later be assigned a document type by the tax preparer.

1. Go to the Tax Returns list.
2. Click on the client's return name to open it.
3. Select the clipboard on the right side of your screen to open the organizer.
4. Click on Document Checklist.
5. If your client already uploaded documents, click Import next to the document name.

For more details and information about what documents can be imported, click here.

Once your client has accepted your Link invitation for the current tax year, you can use Link to securely send their tax return for review.

1. Open the tax return.
2. Go to the File Return tab.
3. On the left side of your screen, select View/Print Return PDF.
4. Click on Share PDF via Link.

You'll see a message confirming that the tax return was shared and an email notification was sent to your client. You can let your client know to look for an email with the subject line "Tax return from your accountant", or advise them to sign in to Intuit Link and click on Shared Documents.

To verify the tax returns you've sent to your client using this feature, go to your Tax Returns hub and locate your client. Click the down arrow next to the View return button, then select View documents. Click the Shared documents button to view tax returns and other documents you've sent to your client.