How do I access TurboTax tools in Claude?
You can connect Claude to Intuit TurboTax to estimate your federal taxes, explore filing options, and get help from live tax experts—all within your Claude chat.
Here’s more info:
Estimate your refund or taxes owed: Share some basic info, like your age, wages, filing status, dependents, and withholdings. Claude 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 documents you'll need to file your taxes.
Upload your documents without leaving Claude: Upload documents through the TurboTax connector in Claude and they'll seamlessly port into your TurboTax account.
What do I need to connect Claude to TurboTax?
You’ll need an active Anthropic Claude subscription (Claude.ai or Claude Desktop) and a TurboTax account to set up the connection or use the tax tools.
This app is built for US timezones and supports US federal taxes for 2025.
How do I connect Claude to TurboTax?
You can connect through the Claude app directory:
Open Claude and go to Profile > Settings > Connectors.
Search for Intuit TurboTax.
Review the permissions and select Connect or Install.
Once connected, you can use the TurboTax tax tools in Claude right away.
Which tools can I use in Claude?
You’ll have access to these specialized tools:
Tax estimate: Calculates your estimated US federal tax refund or taxes owed. Claude 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 search: Helps you 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 you'll need to gather before filing your taxes, all based on your specific tax situation.
Document upload: Lets you to upload tax documents to TurboTax without leaving Claude.
Which prompts should I try in Claude?
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 Claude chats secure?
Your privacy is our priority. Interactions and data with Claude 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 Claude. To learn more about how your data is protected, see the Intuit Privacy Statement.
How do I disconnect TurboTax from Claude?
You can remove the TurboTax connector at any time:
Open Claude and go to Profile > Settings > Connectors.
Find Intuit TurboTax and select the three dots button, then Remove.
Once removed, the TurboTax tools will no longer be available in Claude.
Where can I get more help?
If you don’t see widgets in Claude, make sure your app is updated and the TurboTax connector is turned on in your settings.
Need help with your actual taxes? The estimates in Claude are for reference only. For official tax support, visit TurboTax Support.
