Update Intuit Link

[TaxGroup]

Please update Intuit Link to allow separate links to be sent out to clients to gather additional supporting documents not related to the preparation of a tax return.  Sometimes we need documents such as Articles of Organization, or income statement, etc, to prepare for the following year but intuit link allows you to only send one link with a selected organizer.  Once that organizer is sent, another one is not allowed to be submitted.  You would have to modify the original organizer to add additional fields for the documents you need to gather.

Sometimes you just need one document and if you create a Link just for that document, then when it is tax season, you have to modify that original Link to include the other fields needed to prepare the tax return.

Instead, a link should be created to request a certain documents with fields created by the accountant that is not related to tax organizers. For example, sending a link to gather the Articles of Organization of a company.

Thank you kindly.

[Anonymous]

Thanks for the idea to allow seperate links to be sent out for certain documents. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.