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New Member
posted Mar 23, 2020 1:15:12 PM

I want to send my Turbo Tax file to my book keeper

So she can see what I've done

0 2 663
1 Best answer
Level 15
Mar 23, 2020 1:36:45 PM

Unless, your Bookkeeper has TurboTax software you cannot send him a .tax file of your return.  You would need to save your Online return as a PDF file, then you can email it to him, which he can open in Adobe Reader.  Just know that emailing a tax return is not safe.

 

How do I save my 2019 TurboTax Online return as a PDF?

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-pdf/00/26234

2 Replies
Expert Alumni
Mar 23, 2020 1:33:00 PM

See the following TurboTax Help article:  How do I save my TurboTax Online return as a tax data file?

Level 15
Mar 23, 2020 1:36:45 PM

Unless, your Bookkeeper has TurboTax software you cannot send him a .tax file of your return.  You would need to save your Online return as a PDF file, then you can email it to him, which he can open in Adobe Reader.  Just know that emailing a tax return is not safe.

 

How do I save my 2019 TurboTax Online return as a PDF?

https://ttlc.intuit.com/community/saving/help/how-do-i-save-my-turbotax-online-return-as-a-pdf/00/26234