portal

Forum|Forum|1 year ago
May 14, 2025
2 replies
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how do i put a copy of the tax return into the client portal

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sjrcpa

Level 15

I'm sure it largely depends on what portal you are using. Doesn't it provide instructions for uploading documents?

The more I know the more I don’t know.

George4Tacks

Level 15

Use Link https://accountants.intuit.com/support/en-us/help-article/import-export-data-files/intuit-link-proconnect-tax/L4nyaB1Pb_US_en_US?uid=mao4d2rk

The last pop out is

Send your client their tax return securely

Once your client has accepted your Link invitation for the current tax year, you can use Link to securely send their tax return for review.

Open the tax return.
Go to the File Return tab.
On the left side of your screen, select View/Print Return PDF.
Click on Share PDF via Link.

You'll see a message confirming that the tax return was shared and an email notification was sent to your client. You can let your client know to look for an email with the subject line "Tax return from your accountant", or advise them to sign in to Intuit Link and click on Shared Documents.

To verify the tax returns you've sent to your client using this feature, go to your Tax Returns hub and locate your client. Click the down arrow next to the View return button, then select View documents. Click the Shared documents button to view tax returns and other documents you've sent to your client.

Answers are easy. Questions are hard!

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