Intuit Link and Documents

Forum|Forum|6 years ago
February 26, 2020
1 reply
8 views

Is there a way to use uploaded Documents directly to Intuit Link and tax upload (for example, W-2 was uploaded to Documents, is there a way to put that W-2 directly to tax return)? Or I have to upload a duplicate file for Intuit Link to transfer to PTO 1040? Thank you

This topic has been closed for replies.

itonewbie

Level 15

Link is integrated with PTO. So long as the tax document uploaded to Link is among one of the types of documents supported for import, W-2 being one of those, you will be given the option to import the data into PTO. See this article for information about this function and how it works:

https://proconnect.intuit.com/community/help-articles/help/importing-source-documents-in-proconnect-tax-online/00/5235

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

L

LoveTaxAuthor

Level 4

So, I have to download from Documents and re-upload to Link to import? I cannot move/copy from Document straight to Link?

itonewbie

Level 15

What Document are you referring to? Are you using PTO or Lacerte along with DMS?

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

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