I’m using TurboTax Live Assist & Review. How do I ...

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TurboTax Support

I’m using TurboTax Live Assist & Review. How do I submit my return for review?

To submit your return for review by the TurboTax Live team, you'll have to first schedule a phone interview. Follow the instructions below to see the earliest available review times, or to find a date and time that works best for you:


Instructions for a scheduled phone review

  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.




Listed onscreen are the scheduled review date and time, as well as the phone number where the tax expert will call you.

Related information:

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