If you are having your return reviewed- The tax experts will go through everything on your income tax return making sure it was entered properly so that you have no issues filing your return.
I filed my income tax return but should maybe gotten it looked at? Just wanna make sure i did it right.
If you are using the TTO (online), you will need the Assist and Review option.
You can add this to your return from the top right corner on your screen --> click on Live Tax Advice --> Upgrade
Once you agree on the upgrade, the price will be added to your return before Netfiling
To access the feature --> on the right corner of the top bar --> click on expert help --> ask the question, enter your information, and click confirm
If you want a full review --> from the left menu --> review --> expert review --> you can schedule a time to go over your return
If you are using the TTD (desktop), you will need the Pro-Review option:
To purchase The "Life Assist and Review" --> go the left menu under "Review" --> click on "Assist and review" -->
On the main screen click on the box "I want my return reviewed"
The price will be added to the return before Netfiling
To ask for help --> use the support icon on the top blue bar --> fill your information and confirm
I hope this was helpful
The review option is not working - it says having technical difficulties and to try again - I have been trying for a number of days. What is going on? The system still wants to charge me for the price that includes the review option even though it is not available.
update: You have to upgrade to use the Life Assist and Review first before you can use the service.
I hope this was helpful
Thanks but no not helpful. In fact the system was not working - and when I spoke to a real person they tried and found the same thing. They had to book the review by emailing someone - which they did.
also in fact I do not have to pay prior to the review - the payment is made at the end .
Sorry for your inconvenience, I am glad that you got this looked at by support and your return will be reviewed.
i am not able to set up an expert review appointment.It keeps saying technical problems
Have you tried again and were you successful?
To Schedule a call back:
To Book a review of your return-
Yes thanks I did have success but had to call and speak to someone to who had to book it. The system did not work.
Sorry to hear that the system didn't work for you- But happy to hear that they were able to book a review for you.
Could you provide a number i can call to schedule an expert tax review?
Is there a number to call to schedule an expert tax review? Th e system does not work and to be frank is avery poor system.
I connected through the site where you ask for help with your form. I think it was in the upper right corner.
Another thing I did was to post on facebook on the Turbo tax canada page. I got a response and was given this number [phone number removed].
I agree they need to improve somethings.
I even wrote to the head office but never heard back even though it says they will refer to the appropriate department.
If you are looking for our Live Assist & Review, please click on the links provided below:
I'm using TurboTax Live Assist & Review. How do I talk to a tax expert?
I’m using TurboTax Live Assist & Review. How do I submit my return for review?
If you would like to contact our Support team, see the link provided below: