To schedule a live review by an Expert, please follow these steps:
- Sign in to your TurboTax.ca account.
- On the Great to see you again! step, locate the TurboTax Assist & Review return you want to submit and select Continue.
- From the menu, select Review, then select Get Started.
- On the Let’s make sure we didn’t miss anything step, select Continue.
- On the Ready for an expert to review your return? step, select Schedule live review.
- Select Continue.
The Let’s schedule your call step appears, and the earliest available review time is displayed at the top of the step.
- If you prefer a different time, select Choose a later time, then select a new date and time from the Date and Time fields.
- Complete the First Name, Last Name, Email address and Phone fields.
- Select Confirm my Call.
The OK Name, you’re all set!! step appears.
Thank you for choosing TurboTax. If you have further questions, please feel free to contact us
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