Trying to send Chat Message to my Expert

[randyw57]

Signed up for Expert Service to have TT do our taxes.

Spoke with Kim over the phone last night. 

Then she sent me a chat.

I want to send a chat message to her now regarding our taxes.

However, I can’t find the path that should allow me to do that.

I keep getting a screen asking to set up a Phone Call.

Thanks for any help or advice!

[MonikaK1]

Please follow the steps in this help article to get back in touch with your assigned Expert or another one.

See also this help article that explains the steps in the Full Service process.

[randyw57]

Attached is a screenshot of where I go when logging onto TT on Safari.
If I tap Help I just get a list of help topics. 

I don’t see a way to initiate a Chat.

[SharonD007]

To send your Tax Expert a message, select the tab with your expert's name (next to Checklist) and send a message. 

For more information, refer to the TurboTax article How does ​TurboTax Expert Full Service​ work?

[randyw57 · Accepted solution]

I have 3 ‘tabs’.

1. Home

2. Documents

3. Help

Tapping on each of those tabs does not provide a ‘Checklist’.

Another screenshot of what I see. Tell me what I need to tap on this screen.

Or tell me how to get to the screen I should be on.

[randyw57]

I found no way to initiate a chat back to my Expert.

I sent a new appointment request and connected with a new Expert.

Both Expert were very helpful.

However, I saw no way to initiate a chat to the second expert either.

We have set up another appointment to reconnect.