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

SOLVEDby TurboTaxTurboTax Online253Updated 3 weeks ago

After you've agreed to work with your TurboTax Live with Full Service tax expert, you can easily share the documents your tax expert needs to get started on your return.

Your tax expert can't get to work until you have uploaded all of your documents and responded to any requests for information.

For digital documents

  1. Sign in to TurboTax and select Documents from the left menu
  2. On the Let's start uploading your documents! screen, select Upload
  3. From here, you can choose the files you want to upload, such as your W-2 or tax documents from your bank

For physical or paper documents

  1. Sign in to the TurboTax mobile app and select Documents
  2. Select Upload
  3. From the dropdown menu, select Take Photo
    • If you already took a photo of your document, select Photo Library or Choose File in order to upload it
  4. Use your device camera to snap a photo of your document
    • Tip: Be in a well-lit area, preferably against a dark background, and position your camera to take a photo of the entire document

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