how assist & review works

Taxes done right with real experts at your side

Learn how our tax experts can help you file your taxes every step of the way with TurboTax 
Assist & Review.

Khurram, Tax Expert

Step-by-step tax expert help as you go

Step 1:

Tell us about your year

Answer easy questions about your life and we’ll fill in all the right forms and even import your T slips and tax documents from the CRA.

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Step 2:

Get unlimited tax expert help when you need it

Just use the “Live help” button to chat with an expert or set up a video call at a time that’s convenient for you. You can even connect after you file.

Booking a review with an expert-mobile

Step 3:

Schedule a final review with an expert before you file

Before you file your tax return an expert will do a final review to make sure you don’t miss anything, and you get every dollar you deserve.

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Why Assist & Review

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Tax expert advice as you go

Your expert will provide unlimited guidance and answers as you complete your return.

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Peace of mind

File on your own but never alone with live tax experts to help you every step of the way.

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Guides you through life changes

Life changes that impact your taxes? We’re here for you and will help you get the best outcome.

We have a product that’s right for your tax situation

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Tax expert filing for Simple tax returns only

Prices go up April 19
Per return

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Tax expert filing and return optimization

Prices go up April 19
Per return

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Tax expert filing and return optimization for investments

Prices go up April 19
Per return

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Self - Employed

Tax expert filing and optimization for personal and business income taxes

Prices go up April 19
Per return

What customers are saying about Assist & Review

“Gives Peace of Mind”

“I was confused about the amount of taxes I owed considering I'm a student, and meeting with a tax expert turned that balance owing into a refund!”

Bailey — Toronto ON

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Includes reviews for TurboTax from previous years.

Step-by-step tax expert help as you go

Frequently asked questions

Simple tax returns include:

  • Employment income
  • Pension income
  • Other employment income such as tips
  • RRSP contributions
  • Child care expenses
  • COVID-19 benefits and re-payments
  • Unemployment (EI) and social assistance
  • Worker’s compensation
  • Disability amount
  • Worker’s benefit
  • Amount for eligible/infirm dependants
  • Tuition, scholarships, bursaries, grants, student loan interest
  • Caregiver tax credit
  • Disability transfer
  • Home accessibility tax credit
  • Tax on RESPs and RDSPs
  • Tax installment payments
  • Age amount

Income, credits, and deductions not listed above are not covered by TurboTax Free, including:

  • Employment expenses (meals, lodging, etc.)
  • Donations
  • Medical expenses
  • Investment income and expenses
  • Rental property income and expenses
  • Self-employed income and expenses

Our TurboTax experts include accountants (CPA—Certified Public Accountant) and tax experts who have an average of 10 years of experience.

You can ask as many as you like at no extra cost.

We have several experts on staff, and calls are routed to those who are available. While you may speak to different experts, we can guarantee that your return will be accurate and you’ll get the best outcome*. We will answer all your questions so that you can file with confidence.

Just schedule a date and time that’s convenient for you. Our tax expert will call you at the scheduled time slot and review your tax return with you in detail. But make sure you don’t leave your taxes to the last minute as our slots can fill up quickly.

Absolutely! We’re here to answer all your tax-related questions.

Our tax experts are here to do a full review before you file whether you have questions or not. We’ll go over your return line by line to make sure nothing was missed and you’re getting back every dollar you deserve.

TurboTax Self-Employed is likely the right product for you if you don’t need any help. If you choose TurboTax Live Assist & Review Self-Employed, you’ll have access to a TurboTax expert to answer any questions and review your tax return before you file.

Do your taxes with the TurboTax mobile app

Work on your tax return anytime, anywhere. TurboTax is available for Apple iOS and Google Android devices.

Download on the Apple App Store
Get it on Google Play
TurboTax mobile app