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How to send your preparer tax documents securely in Intuit Link

SOLVEDby Intuit2Updated January 04, 2022

This article with assist you with using and understanding Intuit Link.

What is Intuit Link?

Intuit Link is an online portal for you and your accountant to connect and share tax documents to complete your tax return. No more bulky tax packets or piles of paper. Now you can deliver your information simply and securely online.

Getting started with Intuit Link

Use the steps below to get started with Intuit Link so that you can securely send your preparer tax documents.

To begin, open the invitation email from your accountant.

Accept the invitation or Sign in to access Intuit Link.

Returning users:

If you've used Intuit Link before or have an existing Intuit account, Sign in (don't sign up) with your existing credentials.

New users:

If this is your first time using Intuit Link, Create an account using the same email address from your invitation.

Intuit Link is home to all your requests for key information related to your upcoming tax return including your engagement letter, questionnaire, document checklist, and shared documents.

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Engagement letter

Read, review, and sign your terms of agreement with your accountant.

Questionnaire

Answer a set of questions your accountant needs to prepare your tax return.

Document checklist

Review and share the documents your accountant needs to complete your tax return.

Shared documents

All your tax documents can be stored within Intuit Link.

Part 1 - Sign your engagement letter:

  1. Open the engagement letter.
  2. Review the agreement
  3. Type your name.
  4. Click Accept to accept the agreement.
    • Once you Accept, your agreement will be sent back to your accountant for review and marked Done on your Intuit Link homepage.

Part 2 - Complete the questionnaire:

  • Select a question from the list and type your answer in the respective field.
  • Save your response to each question.
    • You may also mark Does not apply if the question doesn’t apply to your tax situation.
  • Select Comments to leave a note and Post to share it with your accountant
    • This is optional.
  • Continue this for each question listed and Submit to send responses to your accountant.

Part 3 - Share your documents:

Add your employer and financial institutions to securely pull in your tax forms and quickly share them with your accountant. You can also drag and drop them into the dotted area or Browse to upload files from your device.

Intuit Link will match selected files to your Document checklist and notify your accountant as your documents are matched.

If you need assistance, use the instructions below:

  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 appears).
    • 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.

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