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Level 5
January 16, 2023
Question

Client Tax Organizer

  • January 16, 2023
  • 1 reply
  • 4 views

I subscribed to the tax organizers this year hoping to be able to upload them to Intuit Link for my clients to complete if they desired. I have the organizers prepared but do not see where or how to upload them to the Intuit Link portal and then invite my clients to the link.

Is there a way to upload that I am missing, or is it just not possible to send client organizers via Intuit Link. 

Thank you for your help

This topic has been closed for replies.

1 reply

Level 3
December 26, 2024

I have the exact same question.  I want to upload organizers to Link so my clients can retrieve them from there but have had the same result.  Did anyone ever respond to your question?