Program Overview

Offering TurboTax import to your customers and employees enables them to import their tax-related data documents into their tax returns quickly and easily. You not only save them time - you simplify their tax preparation and help ensure data entry is complete and accurate. That's great for them and increases customer satisfaction and retention for you.

Program Highlights

• Free participation for organizations, financial customers and employees
• Complements e-delivery efforts and self-service applications
• Secure and accurate tax form data delivery
• Technical Support from Intuit
• Marketing resources and revenue share opportunities
• Multiple connection methods for W-2 data

Benefits of TurboTax import

• Secure, private user access to tax information via credentialing
• Fast, accurate data entry into tax returns
• Paperless electronic delivery of document data
• Ease in completion of tax forms, especially for large or frequent investors
• Compliance with complex government regulations
• More accurate and credentialed data means less risk of fraud

Partner list

See the list of current financial institutions and payroll partners
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