Question

How can i email my turbotax file to my accountant?

Forum|Forum|7 years ago
June 4, 2019
2 replies
0 views

I need to send the turbo tax file to my cpa. H eis going to import it into his "pro" software. How do I do this?

TurboTax Home & Biz Windows

DonnaLO

Employee

Here is information about getting you tax data file to another computer:

https://ttlc.intuit.com/replies/3302258

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R

Randy701

I don't see any help here. The link just takes you back to the question page. Still don't have the answer to the question: How do I mail my turbotax file to my accountant? Before I file it.

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Opus 17

Employee

@Randy701 wrote:

I don't see any help here. The link just takes you back to the question page. Still don't have the answer to the question: How do I mail my turbotax file to my accountant? Before I file it.

If using Turbotax on your own computer, locate your data file. It is named something like "John Smith 2021.tax2021" and should be in your Documents folder unless you moved it. If using Turbotax online, download your tax data file using these instructions.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US

In either case, consider taking the file to your accountant by hand on a flash drive, or use an email service with encryption. Regular email may not be secure.

Carl11_2

Employee

I don't think professional software can import a .tax202x file anyway. It may be able to import historic data from a prior year tax file. But I really don't think you can open a .tax2021 file with any "professional" tax software. Most likely the best you can do is to provide them a PDF copy or hard copy printout.

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Opus 17

Employee

@Carl11_2 wrote:

I don't think professional software can import a .tax202x file anyway. It may be able to import historic data from a prior year tax file. But I really don't think you can open a .tax2021 file with any "professional" tax software. Most likely the best you can do is to provide them a PDF copy or hard copy printout.

According to the relevant community forums, both ProSeries and Lacerte can import a .tax20xx file from Turbotax.

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barbaraE1

do you know how? I sent my .tax2022 file and my cpa with Pro was not able to import it, it took them through the return partially but then was mixed up with another client. My CPA says I should be able to send the 'data file'.