Expert Review

[Jrampers]

Is the expert supposed to view your SIN #?

[TurboTaxBrenda1]

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.

[Johnmono]

I filed my income tax return but should maybe gotten it looked at? Just wanna make sure i did it right.

[TurboTaxHeba]

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

[cqellis]

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. 

[TurboTaxHeba]

update: You have to upgrade to use the Life Assist and Review first before you can use the service. 

I hope this was helpful  

[cqellis]

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 .

[TurboTaxHeba]

Sorry for your inconvenience,  I am glad that you got this looked at by support and your return will be reviewed. 

[procuda]

i am not able to set up an expert review appointment.It keeps saying technical problems 

[TurboTaxBrenda1]

Have you tried again and were you successful?

To Schedule a call back:

https://turbotax.community.intuit.ca/community/navigating-turbotax/help/i-m-using-turbotax-live-assi...

To Book a review of your return- 

https://turbotax.community.intuit.ca/community/product-information/help/i-m-using-turbotax-live-assi...