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W
Winter_2
Level 1
December 15, 2023
Question

Client wants access to prior years' uploaded tax documents

  • December 15, 2023
  • 1 reply
  • 8 views

Hello, a client wants to see what documents were uploaded/submitted in a prior year. On my side those documents labeled as shared with client, but he says he doesn't see it. Please help.

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1 reply

George4Tacks
George4Tacks
Level 15
December 18, 2023

Try changing the e-mail address as shown here https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/taxpayers-use-intuit-link-proconnect-tax/L2RxWD4np_US_en_US?uid=lqb30z8o

 

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