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gretchenbuchanan
Level 2
October 20, 2020
Question

Intuit Link for new clients

  • October 20, 2020
  • 1 reply
  • 2 views

I want to set up a new 2020 client for Intuit Link that was not my client in 2019. Can I invite them without entering their 2019 tax return in Lacerte? All of the instructions I see are for existing clients.

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1 reply

brettlin
brettlin
Level 3
October 20, 2020

Yah, you can add a client to the portal directly in the portal. If you don't enter their 2019 stuff, there won't be a 'full' e-organizer that will generated for them, but you can still create a folder for them and invite them.

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