Preparers can attach multiple documents to a single request and send the documents to a tax payer through Intuit Link. This eliminates the need to make multiple requests that are difficult to track and resolve.
Attach multiple documents to a single request
1. Navigate and log on to the Intuit Link site.
2. Select the Clients link from the left-side menu. The list of clients displays.
3. Select the client's name on your Intuit Link client list. The client's details display.
4. Select Add Request. The Add Request window displays.
5. Select Document as the request type.
6. Enter any necessary text in the Request Text field.
7. Select the Attach File(s) link. The file selection window displays.
8. Navigate to the folder containing the files to be attached in the request.
9. Select the document(s) and select Open.
The Uploading your documents window displays, indicating the upload status and the remaining time.
A green checkmark displays when the upload is complete.
10. Select Done; the uploaded document(s) display in the Add Request window.
11. Click the Save button to save the request. The client details display the draft request.
The pending document request is shown in the client window.
12. Select the dropdown menu in the ACTIONS column. The menu displays.
13. Select the Add Attachment option. The file selection window displays.
14. Navigate to and select additional documents to attach to the request. When finished, click the Open button.
The additional documents are attached to the request.
Send documents to a client in Inuit Link
Intuit Link displays the document request option menu after a document has been added to a request.
1. Select the document(s) in the client's list to be sent by clicking the individual document's checkbox.
2. Select the Send Without Email or Send 'XX' Draft Request button, as necessary:
• The Send Without Email option refreshes the client's portal with the documents. The client will see the documents the preparer sent, but will not receive any communication.
• The Send "XX" Draft Request sends an email to the client asking them to sign in to the client portal and view the attached documents.
The client portal indicates the number of attachments they can now review.
