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How to test Intuit Link as the accountant and taxpayer

SOLVEDby IntuitLacerte Tax3Updated August 25, 2022

You can test Intuit Link as the accountant and the taxpayer from one computer.

Before testing, you should:

  • Create a new client in Intuit Link to test the taxpayer experience with.
  • Set up one browser to log in as the accountant and a different browser to log in as the taxpayer.
    • For example, use Google Chrome for one browser and Firefox for the other.

Follow these steps to create a new client:

  1. Log in to Intuit Link Accountant site.
  2. Click on Add new client from the top right-hand side of the screen.
  3. Select if Individual or Organization.
  4. Enter the client's name and email.
    • Phone number is optional.
  5. Click OK.

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