How do I access TurboTax tools in ChatGPT?
You can connect ChatGPT to Intuit TurboTax to estimate your federal taxes, explore filing options, get help from live tax experts, and get started on your tax prep—all within your ChatGPT chat.
Here’s more info:
Estimate your refund or taxes owed: Share some basic info, like your age, wages, filing status, dependents, and withholdings. ChatGPT will show your estimated refund or amount owed as you go.
Explore filing options: See all available TurboTax products or filing methods for your specific tax situation.
Connect with live experts: Find expert support when you need it or get your taxes fully prepared by an expert.
Get a personalized tax checklist: Connect your TurboTax account and complete a short interview on your tax situation to get a personalized list of the documents you'll need to file your taxes.
Upload your documents without leaving ChatGPT: On your checklist, you can also upload documents through the TurboTax app and it will seamlessly port into your TurboTax account.
What do I need to connect ChatGPT to TurboTax?
You’ll need an active OpenAI ChatGPT subscription (ChatGPT.com or ChatGPT Desktop). You don’t need a TurboTax account to set up the connection and use most of the tools. The personalized tax checklist and document upload tools require a TurboTax account.
This app is built for US timezones and supports US federal taxes for 2025.
How do I connect ChatGPT to TurboTax?
You can connect through the ChatGPT app directory:
Open ChatGPT and go to Apps.
Search for Intuit TurboTax.
Review the permissions and select Connect.
Once connected, you can use the TurboTax tax tools in ChatGPT right away. Note that the personalized tax checklist and document upload tools require a TurboTax account.
Which tools can I use in ChatGPT?
You’ll have access to these specialized tools:
Tax estimate: Calculates your estimated US federal tax refund or taxes owed. ChatGPT will ask a few questions, then show your results with a visual widget.
Tax filing options: Lets you review different TurboTax filing options and choose what works for you, right from an interactive widget.
Expert connect: Helps you book an appointment with a TurboTax expert or connect with available tax experts through Connect Now, so you can get your questions answered and your return prepared.
Tax checklist: Provides a personalized list of tax documents to gather before filing your taxes, all based on your specific tax situation.
Document upload: Lets you upload tax documents to TurboTax without leaving ChatGPT.
Which prompts should I try in ChatGPT?
Not sure where to start? Try these prompts after Intuit TurboTax is connected:
To get a tax estimate: “I'm single, have $30k in wages and $5k withheld. Help me estimate my taxes.”
To see your options: "Show me tax filing options."
To find an expert: "Help me find a tax expert for filing my taxes."
To prepare your tax checklist: ”Help me gather the documents I need for my taxes.”
Are my ChatGPT chats secure?
Your privacy is our priority. Interactions and data with ChatGPT for use with the TurboTax tools, such as those used for preparing a federal tax estimate or to connect with an expert, will be shared with Intuit. Your interactions and data with the TurboTax tools, including the responses provided by Intuit TurboTax, may be accessible by ChatGPT. To learn more about how your data is protected, see the Intuit Privacy Statement.
How do I disconnect TurboTax from ChatGPT?
You can disconnect the TurboTax app at any time:
Open ChatGPT and go to Settings.
Find Intuit TurboTax under connected apps and select Disconnect.
Once disconnected, the TurboTax tools will no longer be available in ChatGPT. Contact Intuit Support if you have any questions.
Where can I get more help?
If you don’t see any ChatGPT apps appearing, make sure you have the latest version of ChatGPT and the TurboTax connection is turned on in your settings.
Need help with your actual taxes? The estimates in ChatGPT are for reference only. For official tax support, visit TurboTax Support.
