topic upgrading from desktop to Live in Get your taxes done using TurboTax

upgrading from desktop to Live

rootsmusic — Mon, 23 Feb 2026 14:23:44 GMT

If I purchase the desktop version of TurboTax Business, can I upgrade later to Live Assisted Business? If yes, how? Thanks.

Re: upgrading from desktop to Live

DoninGA — Tue, 21 Mar 2023 21:46:28 GMT

There is not an upgrade to the Full Service Business online program from the TurboTax Business Edition software on your personal computer.

The Full Service Business online is a separate TurboTax program - https://turbotax.intuit.com/personal-taxes/online/live/full-service/business-taxes/

If you decided to use the Full Service Business you can either keep the Business Edition you paid for or you can request a refund.

Go to this TurboTax website to request a refund for the software purchased from TurboTax - https://support.turbotax.intuit.com/forms/refund-request.jsp
Use this TurboTax website to check your orders and payments -
https://turbotax.intuit.com/personal-taxes/cd-download/order-status/

Re: upgrading from desktop to Live

rootsmusic — Wed, 22 Mar 2023 00:55:30 GMT

Thanks @DoninGA, the link to request a refund didn't load any form. I'd like to purchase the desktop version and try it first. Do you know if refunds can apply to purchases that aren't directly from Intuit, if I have the retailer's receipt?

Re: upgrading from desktop to Live

DoninGA — Wed, 22 Mar 2023 00:57:44 GMT

If you do not purchase the software from TurboTax then any refund would have to come from the retailer where purchased.