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

The way to submit your review depends on which review option you choose:

  • Scheduled live/phone review: A tax expert will review your return with you over the phone.

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.

The earliest available review time is displayed at the top of the step where it says The earliest available time is.

    1. If you prefer a different time, select Choose a later time, then select a new date and time from the Date and Time fields.
    2. Complete the First Name, Last Name, Email address and Phone fields.
    3. 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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