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New Member
posted Jun 5, 2019 4:00:42 PM

How do I get a copy of my tax audit defense certificate?

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3 Replies
Expert Alumni
Jun 5, 2019 4:00:44 PM

After you sign up, you'll get an email from TaxAudit.com with membership details within 7 business days.

 

You'll be able to print out a confirmation letter that you have Audit Defense.

 

If you didn't get the email, check your spam or bulk email folders. The sender's address is AuditDefenseCertificate@taxaudit.com.

 

For questions or concerns about your Audit Defense membership, contact TaxAudit.com at intuit.taxaudit.com/intuit, or by calling toll-free (877) 829-9695.

 
Related Information:

Level 1
Sep 3, 2021 11:54:16 AM

Just checking to see if we signed up for and paid for Audit Defense through Turbo Tax, year 2020. We were pretty sure we did, but can't find the certificate.

Ken and Pam N.

[phone number removed]

Level 15
Sep 3, 2021 12:04:41 PM

Save a PDF of the return with all the worksheets to see if you have anything about the audit defense in the packet and/or look at the receipt for the MAX benefit package. 

 

 

After a return has been  efiled and accepted, it can sometimes take the  return PDF a while to update and become available at the Tax Home landing screen.   If you can't use the Download/print button at the Tax Home or the "Download/print the PDF" link in the section "Your Tax Returns & Documents", OR  if you're getting incomplete documents when you use one of those methods, here's an alternate way to print by opening the filed return back up to print at the Print Center.

 

NOTE:  When you open your return back up, do not make any changes in it if it's already been filed.  If you later have to amend the return, it has to start off exactly as it was when it was originally filed.

 

  • Log in and at the Tax Home or in the section "Your Tax Returns & Documents" for 2020, look for a link "Add a State."
  • Click on "Add a State."  (you don't really add one.  That's just to open your return back up.)
  • After the return is open, click in the left menu column on TAX TOOLS, then PRINT CENTER.
  • Then choose "Print, save, view this year's return."
  • The next screen should offer some options:  "Just my tax returns", or "include government worksheets (optional)", or "include government and TurboTax worksheets (optional.)"
  • See if one of those PDFs has what you need.  The latter has the most pages.


NOTE:  Remember all PDF tax documents and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc.  Be sure to store them safely and securely to guard against computer theft, hacking, etc.