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G
Ganesh
Level 1
February 9, 2023
Question

How to email tax payer to submit more documents

  • February 9, 2023
  • 1 reply
  • 7 views

I am new to Proconnect - please let me know how to email tax payer asking for Driver's license or other information and/or upload them via intuit link - there is no option.

This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
February 9, 2023

https://proconnect.intuit.com/support/en-us/help-article/form-w-2/clients-use-intuit-link-send-requested-documents/L3Ovl6kzb_US_en_US?uid=ldx92j8i

https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/using-input-drawer-proconnect-tax/L5OsXj4Dx_US_en_US?uid=ldx8ytkn

Updating the request status

To update the request status, simply select the status from the status indicator dropdown.

 

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