Question
Print return from Lacerte to Intuit Link
Hi,
We have Intuit Link in the Lacertes and we can access the client's portal and documents with the link provided on the main Client's tab. But I cannot seem to figure out how to print a client copy of their tax return to PDF and have it upload to their folder in Intuit Link. The only option I seem to be able to upload to directly from Lacerte is Smart Vault. What gives? Am I missing something? There isn't an option to print to Intuit Link?
