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Level 1
February 18, 2025
Question

Taxpayer opens Link to add documents but no items show up in his 'to do' list.

  • February 18, 2025
  • 1 reply
  • 3 views

Sent taxpayer Link invitiation and he opens Link but no items show up in his to do list.

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1 reply

ljr
Level 9
February 19, 2025

I'm getting that on a few clients 

they can just add items themselves or sometimes I do a document request that just say 2024 paperwork so they can attach to that one line