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Level 3
posted Jun 3, 2019 12:10:20 PM

How to grant access to my TurboTax Online account, to my CPA/Accountant so they can do my taxes? Is there a way to add a user, without sharing my own login password?

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1 Best answer
Expert Alumni
Jun 3, 2019 12:10:21 PM

In order for your CPA/Accountant to have access to your Online account, you would give him/her your login information.  

12 Replies
Expert Alumni
Jun 3, 2019 12:10:21 PM

In order for your CPA/Accountant to have access to your Online account, you would give him/her your login information.  

Level 3
Jun 3, 2019 12:10:22 PM

Is there a way to add a user, without sharing my own login password?

Expert Alumni
Jun 3, 2019 12:10:24 PM

Unfortunately, online accounts are single user accounts.  

Level 2
Oct 3, 2021 12:29:19 PM

This is a major defect and something TT should fix ASAP.

Level 15
Oct 3, 2021 12:34:11 PM

@bevnews1 

 

This is not a defect it is a safety feature.  And a CPA or Accountant cannot legally use the TT DIY program.  They must use a professional program since they must sign the return.  

Level 15
Oct 3, 2021 12:49:29 PM

Why would anyone need to give a tax preparer access to their Turbo Tax account?  Just give them a printout or pdf file of your  tax return.  Or you can give them the data file ending in .tax2019 or .tax2020 that I think they can open in a professional Turbo Tax Intuit program.   There's nothing they should be doing or changing in your account.  

Level 15
Oct 3, 2021 12:55:55 PM

There are no professional TT programs and none of the Intuit or any other professional programs can use the .taxfiles so you can give them a PDF for the information they need to glean from the prior year return. 

Level 15
Oct 3, 2021 1:00:29 PM

If the tax preparer uses Intuit ProSeries there is this....

How to Transfer Turbo Tax to ProSeries

https://proconnect.intuit.com/community/convert-data-files/help/how-to-transfer-turbotax-returns-to-proseries/00/6429

Returning Member
Jan 22, 2022 11:34:45 AM

I agree unless you need to file an estate return, form 709,  that Turbo Tax does not do. So looking for a way to transfer 1040 return to CPA and I guess that would be the PDF file or what? Thanks 

Level 15
Jan 22, 2022 11:38:34 AM

Ask the CPA what he wants.   He might be able to use the pdf file or the .tax2020 data file.   The .tax2020 file would be the best to transfer from.   

New Member
Apr 12, 2023 1:09:37 PM

What if you are doing your Turbotax on your computer instead of in the cloud?

Intuit Alumni
Apr 12, 2023 1:25:07 PM

Do you have a specific question regarding preparing your tax return in the CD/Download software?

@greggd