Intuit

Download Client Responses and Documents in Intuit Link

Description

How to download and save your client's responses from Intuit Link.

How to download documents that the tax payer has uploaded to Intuit Link

Preparers have the ability to download client responses and documents the client has uploaded from Intuit. The Preparer can then save the information sent to them by their client(s) to their document management system.

Intuit Link allows documents sent from the client to be downloaded to zip file so the Preparer can save the documents to their document management system.

To download documents sent to the Preparer from the client

1. Click on the client name to access their information

2. Click on Download All Files (.zip file).

Note: this feature downloads documents that were uploaded by the taxpayer only and there is a 300 mb file size limit on the .zip file that is being created.

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