Note: The copy you save as a PDF is for your records only. If you want a copy to mail to the CRA, TurboTax will give you the option to create one when you’re using NETFILE.
Before you begin, complete the Review section
If you haven’t completed the Review section of your return, complete that first.
If you’re in Forms mode, switch to EasyStep mode by selecting EasyStep from the upper-left area of TurboTax.
- On the left-hand side menu of TurboTax, select REVIEW, then select [Name] – Tips, warnings, and errors.
- Follow the instructions to complete your review.
During the Review process, you will reach the Save a copy of your return for your records step. When you reach that step, go to step 2 of the instructions below.