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Intuit

I'm using TurboTax Live Assist & Review. How do I talk to a tax expert?

If you’re using TurboTax Live Assist Review, you can get the phone number of one of our tax experts using a tool exclusively provided to TurboTax Live customers.

 

 

Hours of operation

You can reach us during our standard hours of operation. We also offer extended hours of operation throughout tax season.

 

  1. Sign in to your TurboTax.ca account.
  2. On the Great to see you again! step, locate the TurboTax Assist Review return and select Continue.
  3. Select Expert Help in the upper-right area.
  4. In the panel that opens, select Connect now.
  5. On the How can we help you? step, enter a few words to describe your question in the box where it says Give us a few keywords, so we can match you with the best specialist for your specific question or problem.
  6. Select Continue.
  7. Fill out the First name, Last name, Email address and Phone number fields.
  8. Select Get the number.

 

 

The phone number appears on the screen.

  1. Sign in to your TurboTax.ca account.
  2. On the Great to see you again! step, locate the TurboTax Assist Review return you want to submit and select Continue.
  3. In the left-hand navigation menu, select Review, then select Get Started.
  4. On the Let’s make sure we didn’t miss anything step, select Continue.
  5. On the Ready for an expert to review your return? step, select Schedule live review.
  6. Select Continue.

    The Let’s schedule your call step appears, and the earliest available review time is displayed at the top of the step

  7. If you prefer a different time, select Choose a later time, then select a new date and time from the Date and Time fields.
  8. Complete the First Name, Last Name, Email address and Phone fields.
  9. Select Confirm my Call.

    The OK Name, you’re all set!! step appears.

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