Can I switch the TP and S in ProSeries and not affect the functioning of the Link that was set up with the wife?
The wife was the contact person and I set up a Link account with her.
The Proseries tax file was set up with her in the TP position to do the Link invite.
Now I would like to mover her to the spouse position and her husband to the TP position.
Will this create any issues: Does it mess up the association of the tax file to Link?
Does the file keep the same file name when I save it in ProSeries?
