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FAQs for submitting documents:
- Where Your tax documentation contains very valuable personal information and the most secure method of transmission is through Intuit LINK. It is also the most efficient method, which reduces the cost of preparing your return.
- What Please submit PDF or Excel/Google Sheets files only. Native PDFs are preferred, and a quality scan is the next best option. Quality PDF's make your return preparation more efficient (more cost-effective) and ensure the accuracy of your return. Please check the quality of your uploaded documents and do not send photos.
- When Upload your information to Intuit LINK as you receive it. When you have uploaded all your documents, completed the LINK Tax Organizer Questions, and signed the Engagement Letter, please check the box at the bottom of your Document request email/reminder to let us know that you are done with your submissions.
- How There are a few simple steps you can take when to make your return preparation more efficient and therefore more cost-effective:
Upload files separately and clearly label your documents, including:
document type (W-2, 1099-NEC, 1099-DIV, 1098-Mortgage Interest, etc.), and
Name of institution (e.g. your employer's name, name of bank + last 4 digits of the account number, etc.)
Where applicable, match the uploaded document to the correct request item in LINK
Use our templates (below) to submit Schedule C, Schedule E - rental, or Home Office information
Password Reset - How do I reset my LINK password? Call Intuit's awesome customer support
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