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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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AlanT
Expert Alumni

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?

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

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12 Replies
AlanT
Expert Alumni

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?

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

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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?

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

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?

Unfortunately, online accounts are single user accounts.  
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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?

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

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?

@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.  

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?

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.  

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?

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. 

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?

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-...

408frank
Returning Member

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?

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 

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?

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.   

greggd
New Member

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?

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

MichelleLO
Intuit Alumni

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?

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

@greggd 

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