Mark a client as "Done" in Intuit Link

When a client has fulfilled all the requests of an accountant, they may be marked as Done in Intuit Link.

Mark a client as Done

1. Navigate and log on to the Intuit Link site.
2. Select the Clients link on the left-side menu; the list of clients displays.

3. Identify the client whose status is to be marked Done.

4. Click the Review option arrow in the Actions column of the client. A list of options displays.

5. Select the Mark done option; the client's updated TYXX PROGRESS status indicates the client has been marked done.

Change a client from Done to Undone

1. Navigate and log on to the Intuit Link site.
2. Select the Clients link on the left-side menu. The list of clients displays.

3. Identify the client whose status is to be made Undone.

4. Click the Review option arrow in the Actions column of the client; a list of options displays.

5. Select the Mark undone option. The client's updated TYXX PROGRESS status indicates the client is again active.

Note: Marking the client as Done does not lock requests on the taxpayer portal. Check the box in the Lock column to lock a request so the taxpayer cannot make changes to their response.