The import partner has the ability to decide what information is needed to authenticate their customers. Customers are prompted to supply this information when using the feature in the TurboTax products. This information is sent to your server by way of the OFX request.
Frequently Asked Questions0
Top Partner Questions
The contract speaks to the import partner's responsibility to set up, operate, and maintain an OFX server through which the data will be imported so that the customer will be prevented from importing data after three unsuccessful attempts to sign on through the Intuit Tax product. OFX servers are required to have Verisign certificates installed in order for TurboTax to import data.
Additional partners can be added to the TurboTax import partner list throughout the tax season. An import partner cannot be added until the feature has been thoroughly tested with its server and the server is fully operational.
The import partner can choose the method that makes the most sense for their customers. The customer can also choose not to select a particular item of tax information to import.
Yes, but it will take several minutes to longer periods of time if importing large amounts of data. The time depends on the amount of data to import and the speed of the computer.
If your customers decide that they do not want to keep the imported data, they can remove all or some of it from their return.
To delete information you have imported in TurboTax Online:
- Open or continue your return
- From the left menu, select Federal and then select Income & Expenses
- Proceed to the Your Income and expenses screen
- Select the Edit button next to the item you would like to update or delete
In the TurboTax CD/Download software, you can delete imported items as follows:
- Open your return
- From the TurboTax File menu, select Remove Imported Data
- Select the item(s) you want to remove and follow the instructions
Intuit’s new professional tax solutions and partner data import FAQs
The data provided by our self-hosted partners is now available within a broader range of Intuit Products. By providing support for additional Intuit products, accountants and taxpayers will be able to leverage the time saving benefits provided by Intuit offerings.
No. We leverage existing infrastructure to provide support for these new products and therefore no additional work is required. You will continue to receive requests through existing endpoints and internally we handle distributing and supporting the new integrations.
No. Because we leverage existing infrastructure, no additional testing is required to support the new products.
Yes. Please continue to leverage the existing TurboTax testing tools as you do today. When you are certified to integrate your data with TurboTax, as a result you are automatically certified for other Intuit tax products.
No. No additional testing infrastructure is available as it is not necessary to do any additional testing other than what you already do today.