After you've agreed to work with your TurboTax Live with Full Service tax expert, you can easily share the documents your tax expert needs to get started on your return.
Your tax expert can't get to work until you have uploaded all of your documents and responded to any requests for information.
For digital documents
- Sign in to TurboTax and select Documents.
- Select Add file, then one of the options from the dropdown menu:
- Import your W-2: Import your W-2 from your employer
- Import from your bank: Import tax documents from your bank
- Select files to upload: Browse your device for files to upload
For physical or paper documents
- Sign in to the TurboTax mobile app and select Documents
- Select Add file, then Select files to upload
- Select Take Photo or Video
- If you already took a photo of your document, select Photo Library or Choose Files
- Use your device camera to snap a pic of your document.
- Tip: Be in a well-lit area, preferably against a dark background, and position your camera to take a photo of the entire document