How do I send my documents to my tax expert?
In TurboTax Expert Full Service, we’ll walk you through adding as many of your tax documents as possible. You’ll also talk to an assistant who’ll confirm all the docs you need to share with your expert before talking to them.
Adding and removing docs on your checklist
Once you’ve answered a few questions in Full Service and we know what forms you’ll need, we’ll automatically build a doc checklist for you. You can add docs at any time by selecting Checklist and Add. If you have multiples of a form, add them all the same way.
To remove a document, just select Delete from the more menu (…) next to the file you want to remove.
For physical or paper docs: Scan or take a photo of the document. Transfer the digital file or photo to your computer, and then upload as you would do with a digital document.
Tip: Make sure you’re in a well-lit area, preferably against a dark background, and position your camera to take a photo of the entire document.
