Can I Upload Photos for TurboTax? A Guide to Secure Document Sharing with Intuit Link

Preparing your taxes can feel like a daunting task, especially when it comes to organizing and sharing your important financial documents with your tax preparer. If you’re a TurboTax user working with a tax professional, you might be wondering, “Can I Upload Photos For Turbotax?” The answer is yes, and Intuit Link provides a secure and efficient way to do just that.

This guide will walk you through how to use Intuit Link, a web-based portal designed by Intuit, the makers of TurboTax, to easily upload your tax documents, including photos, to your tax preparer. Whether you need to send your W-2, 1099 forms, or any other tax-related paperwork, Intuit Link simplifies the process, ensuring your sensitive information is shared securely.

Changing Your Intuit Link Email Address

Before you start uploading documents, it’s crucial to ensure you’re using the correct email address for Intuit Link. Your tax preparer initiates the Intuit Link process by sending an invitation to your email. If this invitation was sent to the wrong email address, here’s how to correct it:

If you haven’t accepted the invitation:

The simplest solution is to contact your tax preparer and ask them to resend the invitation to your correct email address.

If you’ve already accepted the invitation:

You can change the notification email within your Intuit account settings. It’s important not to change the username, as this is linked to your relationship with your accountant. Only the email address for notifications should be updated.

Here are the steps to change your email address after accepting the invite:

1. Go to the Intuit Account Manager using the email address that received the Intuit Link invitation.
2. Select Sign in & Security.
3. Click on your current email address to edit it.
4. Update the Email address field with your correct email and confirm it in the Confirm email address field.
5. Click Save.

After making this change, while you’ll still use the original, incorrect email to log in, all future notifications and password reset emails will be sent to your updated, correct email address.

How to Upload Your Tax Documents, Including Photos, to Your Tax Preparer

Intuit Link offers multiple convenient ways to upload your tax documents, whether they are saved on your computer, phone, tablet, or even in your Google Drive. You can easily upload photos of your documents taken with your phone’s camera, making the process incredibly flexible.

To begin uploading your documents:

1. Sign in to Intuit Link.
2. Navigate to the Document Checklist section.
3. Choose your preferred method for sending documents by clicking Share a document.

Intuit Link provides four primary methods for uploading your tax documents:

Uploading Your W-2 Form

For W-2 forms from specific payroll providers like ADP or Intuit Payroll Services, Intuit Link offers a direct retrieval option:

1. Click on the To Do tab within Intuit Link.
2. Find the W-2 Request item and select Add A Document.
3. Click Get it for me.
4. Enter your employer’s EIN and click Continue.
5. Provide your SSN, Box D control number, and Box 1 amount. Then, click Get my W-2.
6. Click Done to complete the process.

It’s important to note that Intuit cannot access your documents without your explicit permission, ensuring your privacy and control over your data.

Uploading Other Tax Forms (1099s, 1098, etc.)

Intuit Link also simplifies gathering forms like 1099-INT, 1099-DIV, 1099-R, 1099-Misc, 1099-B, or 1098 directly from your financial institutions:

1. After clicking Get it for me, type the name of your bank or investment account in the search bar.
2. Enter your login credentials for your financial institution. This is the same user ID and password you use to access your bank or investment account online.
3. Intuit Link will identify the forms available for download and any related documents.
4. Choose your preferred connection setting for future logins:
   • Connect automatically with this login information: to save your login details for quicker access in the future.
   • Do not connect automatically, I have multiple logins or Never connect automatically: if you prefer not to save your login information.
5. To download the documents to Intuit Link, click Done. Use the trash can icon to remove any documents you don’t want to download.
6. The downloaded documents will now be accessible within Intuit Link for your tax preparer.

Uploading Documents from Google Drive

If you store your tax documents in Google Drive, Intuit Link allows for seamless integration:

1. Select Get it from Google Drive.
2. Sign in to your Google Drive Account.
3. If prompted, grant Intuit Link permission to access your Google Drive.
4. Browse to locate the tax documents you need to upload, select them, and click Select.

Uploading Documents from Your Desktop Computer

To upload documents directly from your computer, including scanned documents or photos saved on your hard drive:

1. Click the Browse button.
2. Navigate to the folder where your documents are saved, select the document(s), and click Open.
   • To upload multiple documents at once, hold down the Ctrl key (Windows) or Command key (Mac) while selecting files, then click Open. Alternatively, you can upload files one by one using the paper clip icon.
3. Click Done to finalize the upload.

Keep in mind that the maximum file size for uploads to Intuit Link is 30 MB.

Uploading Documents from Your Mobile Device: Taking Photos

Intuit Link’s mobile interface makes it incredibly easy to upload documents directly from your smartphone or tablet, including taking photos of your documents:

1. Open your mobile browser and go to https://prolink.intuit.com. There is no need to download a separate app.
2. Sign in to Intuit Link using your credentials.
3. Go to the Document Checklist.
4. Select the document name you need to upload and tap Share a document.
5. Under Take a photo or upload documents from your phone, select Upload documents.
6. Choose Take Photo or Video.
7. Use your device’s camera to take a photo of your document, and then select Done.

This feature is particularly useful for quickly capturing receipts, tax forms, or any paper documents you need to share with your tax preparer.

Bulk Uploading Taxpayer Documents

For users with numerous documents to upload, Intuit Link supports bulk uploading:

1. On the Documents screen, click the Browse button.
2. In the file explorer window, select multiple files you wish to upload.
   • Windows: Use the Shift key to select a range of adjacent files or the Ctrl key to select non-adjacent files.
   • Mac: Use the Shift key for adjacent files or the Command key for non-adjacent files.
3. Click Choose once all desired files are selected.
4. Select the Done button in the Upload Progress window after the upload completes.
5. Intuit Link will attempt to automatically match the uploaded files to your tax preparer’s requests. Unmatched documents will be placed in an “Unmatched Documents” category for your preparer to review.

Troubleshooting Document Uploads

If you encounter issues while uploading documents, such as a spinning wheel that doesn’t stop or error messages, clearing your browser’s cache and cookies often resolves the problem.

Instructions for clearing cache and cookies for various supported browsers can be found online. This simple step can often fix common upload issues within Intuit Link.

Resetting Your Password for Intuit Link

If you’ve forgotten your Intuit Link password, you can easily reset it:

1. Go to Intuit Account Manager.
2. Enter your email address if prompted.
3. Instead of entering your password, select Sign in a different way.
4. Choose to receive a verification code via Text or Email.
5. Enter the code to sign in.
6. Once you’re in your Intuit Account Overview page, select Sign in & security.
7. Click on Password.
8. Enter and confirm your new password.

By following these steps, you can regain access to your Intuit Link account and continue sharing your tax documents securely.

Intuit Link provides a user-friendly and secure solution for uploading all types of tax documents, including photos, making tax preparation more efficient and less stressful. By utilizing these features, you can ensure your tax preparer has everything they need to accurately and effectively handle your tax return.