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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.

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