I have used TurboTax for about 10 yrs. Generally it has been a good experience with some problems with corrupted software but which was rapidly rectified. Having a couple of small companies which I did T2 returns for and several personal tax returns we have saved an appreciable amount of money. In addition I was able to get some of my family members to understand the tax system a little better and to their credit have since started doing their own tax returns.
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I did not find it very easy to use, there is really no support other than online predetermined questions. Warnings are very hard to resolve, there has to be an easy way.
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Some Instructions incorrect for the "Final Income Tax" Unable to go to next tax after finishing & Netfiling.
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Like the program very much, just to many add on. The box to add directly from the government always comes on when you open a saved taxed. The tax review by a professional at the end is bothersome. Let me say NO once and that's it, not that it always comes ON.
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Had no idea where to enter my capital gains loss it had a spot for my capital gains but not the losses and every time I went back it took me to business investments which is not what I had anyway I took the hit and we will see what I get for a return if anything I can use it next year
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Fairly easy to use and save lot of money not having to hire an accountant
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The program runs a constant script error that prevents some functions from working. Especially the left hand side of the screen. Having to get rid of the scrip notification error two and three time for every page is a real pain in the neck. This is the second year in a row this has been a problem.
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Given your market dominance, I am annually surprised at the shallow search functions and information. It is as though you are afraid to be clear so as to avoid criticism.
A user has to know too much in order to find things such as how to claim medical travel expenses.Also, the review function should recognize whether you have optimized various things rather than repeatedly warning over what has been attended to. This program can be greatly improved.
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I usually use Turbo Tax to do my taxes and have found that the Help button was very useful. This year I could not get the Help button to work in the blue field in the upper right hand corner. I wasted lots of time trying to find an alternate way to locate the help I needed for answering my questions.
Also, another glitch was Printing my own copy at the end of the process. Usually it asks if you want to close unused forms before printing but this year it did not. I ended up having copies of several blank forms which I had to throw out. The question was asked for saving the PDF copy of the return but not on printing it.
Usually, this has never been an issue on previous years. I still like using Turbo Tax though. I find it easy to do my own taxes using the program.
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I found Turbo Tax very informative for Capital Gains or Loss Portion. We sold a Rental Property and got through the forms without any problems. Very Good Product.
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Hi there, Each year the software does a good job of transferring the info over and that saves lots of time. It would great if the partnership info names from he previous years could also be transferred over - its a big pain having to type it all back in repeatedly. Also, when I went back top make a change in the expenses, the fields suddenly all went blank and all my previous entries were lost. Seems like there may be a few bugs in the rental property section. Other than that, I did not get help on the section where you could enter the credits for the kids activities. Thank you very much.
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Good software, but same bugs the last few years. 1) With multiple rentals,Turbotax changes the Property# & duplicates +/or drops rentals off. This results in me having to repeatedly rekey info. This happened the last few years. B4 I clicked 50% joint ownership, but data was always halved again, despite me keying both ways. 2) Turbotax asks to suppress blank pages yet still prints. 3) Turbotax changes data when going back to just check on item, so must continual verify all the #'s to verify they weren't modified unwittingly. 4) At the end of the day, the program is thorough & does save time.
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Should have installed print for CRA at the same time as initial installation. Also some confusion with respect to TR5008 entry or separate ability to enter elsewhere
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I love Turbo Tax & have been using the program for about 10 years & have always found the product user friendly, however this year I do not find the program as user friendly as usual.
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Love it! just wish the interface was a little easier but the ProReview was totally worth the extra amount!!!
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Easy to make mistakes with your investment income and the tax software may not pick it up. Be careful as it can be very significant.
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For something I Turbo Tax makes it much easier to do. Worth the money.
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Corrections needed. On 'register for email' screen says 'Once the CRA has processed you tax return'. On Netfile confirmation page, left button on bottom says 'Print Your'.
A little attention to detail please.
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I don't know why you would pay someone to do your taxes.
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trying to get to actually talk to someone at turbo tax is beyond frustrating. It was easier for me to get the government on the line than them. As near as I can tell there must be some forms that you don't get with the program such as the t5008 form. Google was much more helpful that turbo tax.
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System indicates that you can use this tool to file a past year's return, however, doesn't provide a link. We have this situation and don't know how to do it, however, your system indicates that it is possible. HOW? On filing the return, there is only two options for signing up for a CRA account or staying with paper. We signed up for this two years ago. System should provide an option of "we are already registered with CRA"
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Had to upgrade to Premium, after buying personal copy at Walmart. Had to spend extra money.
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Turbo Tax Premier guides you step by step as you progress to file your tax return. It even allows you to go directly to a particular form or schedule to add to your tax filing.
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The Netfile option difficult to access or submit the rest was a breeze.
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Schedule I on Quebec tax return caused a very minor issue. Taxpayer lived and paid tax in another province during 2016 (yes I meant 2016). TurboTax would not accept $0.00 in either 2016 box and thus I was unable to upload the return to Quebec. The workaround was easy. Place 0.01 (1 cent) in each 2016 box. 2017 prefilled accurately. I suspect that this glitch will be patched shortly however I just want to get the tax return finished. I have been using TurboTax for years plus its predecessors. I would never switch to another product.
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One improvement that I would make is with the print option. You can not print the detailed tax summary without using the print screen and pasting to a word document. I call Turbo tax and this was the way that they told me to do it.
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It's too often unclear whether the program automatically divides a joint-with-spouse (50%) income/expense or whether one has to manually halve the sum and enter half on each return.
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Easy to use and even called CRA with questions and I had the right wording so got answers quick.
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They've made some changes in the program itself and now seems easier to use (if that was even possible)
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I was unable to electronically send a Quebec tax return because Schedule I, tax year 2016 data, was $0.00. This was correct because in 2016 the taxpayer was living in BC and was subject to BC provincial taxes and not to Quebec taxes. TurboTax appeared to fill in the Schedule correctly. However, that should not preclude sending in the tax return electronically unless this is Revenue Quebec imposed restriction. TurboTax did its job well but it appears that Quebec Schedule I needs to be amended to show where the taxpayer was last domiciled for the prior tax year.
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