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A
ajain
Level 3
May 11, 2021
Question

How do I edit or resend tax organizer request(that was already sent) to the client?

  • May 11, 2021
  • 1 reply
  • 9 views

Also, If I have sent only the engagement letter in the first request I want to be able to send a new request for the personal questionnaire and document upload

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1 reply

IntuitJim
IntuitJim
Level 5
May 11, 2021

To resend your Intuit Link tax organizer, Edit your Link request (go into document request and add a new item), Save the request, it should send a new email to your client with the update. 

To add the personal questionnaire and document request to your Link request, the client will first need to accept the invite.  Once they accept, EDIT the request and check the box for the personal questionnaire and document request. That should do it!

A
ajainAuthor
Level 3
May 11, 2021

I don't see the edit link request option or add a new item option. I only see create a new request and that wont allow me to select a client again for whom I have already sent a tax request. 

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