Providing receipts for full service

Forum|Forum|4 years ago
February 19, 2022
2 replies
11 views

options to upload documents to tax expert

TurboTax Online

MichelleLO

Level 15

Please see the below TurboTax help article for instructions on uploading your documents to your tax expert.

How do I upload documents to my Full Service tax expert?

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intofitnessAuthor

Level 2

Your response was not helpful. I watched video and talked to 2 different customer service representatives live. The video states to take a picture and/or upload your pics. The question directly related to the volume of receipts and if I needed to do that for each receipt. Finally after 2 phones calls, being transferred and 49 minutes of my time, they got me to a full-service tax expert who provided the detailed information that I needed. For my detailed receipts (at least 75 receipts) I can prepare an excel document that summarizes by category (i.e, office supplies, telecom, postage) and provide to the full-service tax preparer.