How You Can Use Intuit Link to Send Requested Documents:

W. F. Robins, III, P.C., CPA will be using Intuit Link to get all the information we need to complete your taxes. Intuit Link is the easiest way to know what information we need from you, to see what you've already shared and best of all, to know when you're done. You can upload documents from your computers/cell phones or download documents from directly from your bank or payroll providers.

• You will receive an email from link@intuit.com W. F. Robins, III, P.C., CPA with the subject “Getting Ready for Tax Time”
• Click “Accept” and it will ask you to “Create an Intuit Account” and follow this process.
  
  
  
  • NOTE: You will need to use the same email address where the invite was sent.
  • If you already have an account, follow the “Sign In Here” link.
  
  

• Select the To Do tab.
• Select Continue To Do's
• Select View questions in list to see all questions on the same page.
• Click the paper clip or Add a Document.
• Select Upload It to upload a document from your computer.
• Browse to the folder where the document is saved, select the document, and click Open.
  
  
  
  • To upload multiple documents in response to one question from the accountant, hold down the Crtl key on your keyboard and click the files that need to be uploaded. Then click Open.
  • Alternatively, you can upload one file at a time to a single question by clicking the paper clip, selecting one document to upload, and then repeating this process.
  
  
• The site will then scan the file for viruses. When the scan is complete the question will have a green check mark showing the question is complete and the document will be attached.

If you encounter problems uploading documents such as a continuously spinning wheel or an error trigger while uploading documents, clear your browser's cache and try the operation again.

For more detialed instructions or questions, click HERE