What is link Intuit?

What is link Intuit? Intuit Link is an online portal for you and your accountant to connect and deliver tax documents to complete your tax return. No more bulky tax packets or piles of paper. Now you can deliver your information simply and securely online.

Intuit Link is an online portal for you and your accountant to connect and deliver tax documents to complete your tax return. No more bulky tax packets or piles of paper. Now you can deliver your information simply and securely online.

Is Intuit link free?

No additional cost. Intuit Link comes free with your Intuit professional tax software.

Is Intuit Link Safe?

Intuit Link is a fast, smart and secure way for you to collaborate with your tax and accounting professional.

How do I send a tax organizer to Lacerte?

Follow these steps to send an E-Organizer:
  1. Go to the Clients tab.
  2. Select the Tools menu at the top of your screen.
  3. Select Organizer.
  4. Choose either the Complete E-Organizer or Partial E-Organizer from the left panel.
  5. Select the method you’ll use to send the organizer to your client:

How do I print an organizer in ProSeries?

In ProSeries, go to the HomeBase View and select Organizer for 1040. Select one or more of your clients in the Organizer for 1040 view for which you would like to print organizers and click the Print icon on the toolbar. Enable the SmartVault checkbox, select the type of organizer, and click Print.

How do you open an e organizer on a Lacerte?

How to access the organizer or e-organizer in Lacerte:
  1. Open the prior year version of Lacerte. (Lacerte 2020 for TY21)
  2. Select the Clients tab to view your list of clients.
  3. From the Tools menu, select Organizer.