Intuit link wants to send a document checklist based on last years return. How can I get it to send my edited organizer list?

Forum|Forum|5 years ago
January 18, 2021
1 reply
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ProConnect Tax

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itonewbie

Level 15

In the Review request drawer where you see the Personalized Document checklist selected by default, you should see a dropdown for Organizer template on the top. If you select from that dropdown the template you would like to use, that template will replace the personalized document checklist.

If you are not familiar with Intuit Link and its use, these articles and training videos should help:

https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339

https://proconnect.intuit.com/link/training/

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

E

EST

Level 2

I hope you can ease my frustration with Intuit Link. I understand the document checklist is based on the previous tax return and that is fine.

However, the questionnaire that the clients receive is from 2019. How to I change that? I thought I had, but a client emailed that it had not changed.

I also wonder if I can add a cover letter in addition to the engagement letter and the invitation letter.

Thanks.

itonewbie

Level 15

@EST Everything you asked about is covered in the articles and videos above.

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

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