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Technical Overview


Here's an overview of the processes and timeline that will get you up and running. We'll provide step-by-step support throughout the process. If you have questions about the process, you can contact us at

Import programs

1099/W-2 OFX

Steps to Set Up the OFX Server

  • Acquire and set up hardware and Internet connectivity infrastructure, if necessary.
  • Acquire the services of an OSP, if desired.
  • For optimal integration with TurboTax, review the OFX Response Message Guidelines for important information about creating OFX response messages.
  • Install the OFX server and software.
  • Create an interface for authenticating customers, or integrate with an existing interface.
  • Review the Open Financial Exchange Specification, the OFX Tax Extensions, and the TurboTax OFX mapping spreadsheets.
  • Write software to map the data in your tax database onto the OFX specification. TurboTax has created the TurboTax OFX Mapping Spreadsheet to assist you in mapping data from your tax database on to the OFX Specification.
  • Identify test accounts that meet the requirements stated in Test Requirements and Test Accounts. Provide authentication information and data printouts for these test accounts to your TurboTax import representative.
  • Execute a preliminary test for syntactic accuracy.
  • Complete Phase 2 - OFX Server Quality Assurance Testing.
  • Complete Phase 3 - End-To-End Integration.

All tools and other supporting resources will be available to you once your institution is signed up as a TurboTax import partner, and you receive your credentials to access the password-protected areas of this partner portal.

Time Required for This Phase

The amount of time required to complete this phase varies depending on whether or not there is an OFX server already in place. We typically allocate two to four weeks for this phase.

W-2 Hosted

Partner with us

We provide free TurboTax import program set-up assistance and ongoing support at no cost to you or your clients.