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Level 1
March 1, 2022
Question

Help with uploading photos of tax docs to Intuit from iphone

  • March 1, 2022
  • 2 replies
  • 17 views

Hello.  My CPA sent me a link to Intuit for uploading docs for tax filing.  I can upload docs that are already digital form on my laptop, but for paper docs, Intuit indicates to "choose Proconnect on phone" to upload photos to Intuit. ...... I have no "Proconnect" on my phone to do this?  I would have thought that if I needed this on my phone, my CPA would have given instructions when they sent me the Intuit Link.

Anyway, I realize this is probably a very basic question, but any advice would be appreciated.

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2 replies

IRonMaN
Level 15
March 1, 2022

Why don't you talk to your CPA to they what they have to say?

Slava Ukraini!
qbteachmt
Level 15
March 1, 2022

Intuit is the company.

Intuit Link is a connectivity portal function.

ProConnect Tax Online (PTO) is cloud tax prep. Intuit Link and PTO supposedly get along well.

I think you are asking about Step 5, here:

https://proconnect.intuit.com/link/taxpayer/

 

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