How do I send my documents to my tax expert?

In TurboTax 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.