Question
Intuit Link
Started using Intuit Link in 2022. When I invited clients I was able to check the box to have the checklist attached to their account. Now in 2023, those clients show up in the Intuit Link client list but I can't find a way to add the 2023 checklist to their account. When I select those clients, their Requests is blank. How do I add the Questionnaire, Engagement letter, Checklist to old clients? If I add a new client to Intuit Link I have the option of adding Questionnaire, Engagement Letter, and Checklist.
If I use the Add Request and use the Sample Individual Template, then the employer name doesn't show up on the request like it did last year.
Thank you in advance.
