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Level 1
posted Apr 14, 2023 1:22:46 PM

Assist and Review

Hi.

I just purchased Assist and Review and received the email stating:

Go to TurboTax Desktop after this purchase, you should see a screen where you can book appointments. If you do not see the screen, go to the left navigation and select ‘Assist & Review’ under the Review section.
Select ‘Book Appointments’ and create an Intuit Account or sign in using your existing account. This ensures security and privacy of your data.

I restarted the Desktop (did install an update). I do not see a screen to book an appointment and I can't select 'Assist & Review'.

How do I book it now?

Thanks

0 3 782
3 Replies
Intuit Alumni
Apr 17, 2023 12:10:25 PM

Please see the image below to follow the steps for Assist & Review.

 

 

Thank you for choosing TurboTax.

New Member
Apr 27, 2025 11:04:50 AM

I bought Assist & Review for my daughter's return that I do on my desktop. I purchased it April 24 and have the purchase code etc. Got the email confirmation. I have now finished the return but when I try to book the review, I get the purchase screen,and not the book screen. It doesn't seem to register that I already bought it.

How can I trigger the assist and show that I have a purchase order code already? 

Thank you.

Moderator
May 1, 2025 12:22:41 PM

@ennasnell We do see you have purchased TurboTax Assist & Review; that specific return should be upgraded. You should not have been asked to pay again. To use the tax expert assistance, make sure you are on the right return for which you have already paid for the service.