How do I generate items in the document checklist in Link that were not used last year?

Forum|Forum|2 years ago
February 14, 2024
1 reply
10 views

How do I generate items in the document checklist in Link that were not used last year? Only the proforma list is actually sent with the Link invitation.

This topic has been closed for replies.

itonewbie

Level 15

What Intuit Link has is not much of a proforma process. What it does is to limit questions and document requests that are relevant from last year's return. All other questions and document requests will be removed on the basis your client would have exactly the same items of income, deduction, and credit as with last year.

If you want more than what has been proforma'ed, you will need to add each question and document request one by one.

---------------------------------------------------------------------------------Still an AllStar

I

iceriderAuthor

Level 3

Thanks for the info. I found that there is the option (a tick mark) to not personalize the doc request when you send the invite.

itonewbie

Level 15

You're basically reverting to a standard or customized template without proforma. That's different from adding items to a proforma request.

---------------------------------------------------------------------------------Still an AllStar

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded