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djvanderaa
Level 1
March 15, 2021
Question

How do I upload a new client's prior year (paper) return ?

  • March 15, 2021
  • 2 replies
  • 8 views
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2 replies

IRonMaN
IRonMaN
Level 15
March 15, 2021

Unless you are David Copperfield, you can't

Slava Ukraini!
    B
    bkris
    Level 2
    March 15, 2021

    The pdf copy of the return can be uploaded to the Intuit Link portal. Click on the client name in intuit link. Then when the window opens up, select act as a taxpayer. Upload the document under the document checklist. The client will find this document under the "To Firm" folder.

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