How To Cobrowse On Turbotax App?

ByCarla Denker Blog

TurboTax is a popular tax preparation software that can be used to file taxes online. However, if you’re filing taxes with someone else, you may need to cobrowse the TurboTax app in order to see and edit each other’s information. Cobrowsing allows you to share your screen with another person so that you can work on the same document together. In this article, we’ll show you how to cobrowse on the TurboTax app so that you can file taxes with someone else easily and efficiently.

How To Cobrowse On Turbotax App?

| Step | Action | Description |
|—|—|—|
| 1 | Open the Turbotax app on your phone. |
| 2 | Tap the Cobrowse button. | This will open a QR code. |
| 3 | On your computer, open the Turbotax website. |
| 4 | Click the Cobrowse button. | This will scan the QR code on your phone. |
| 5 | You will now be able to cobrowse your taxes with someone else. |
| 6 | To end the cobrowse session, click the X button on either device. |

What is Cobrowse?

Cobrowse is a remote assistance tool that allows you to share your screen with a TurboTax Live agent so they can help you with your taxes. This can be helpful if you’re stuck on a particular question or if you need help understanding a complex tax form.

Cobrowse is available on the TurboTax App for iOS and Android. To use Cobrowse, you’ll need to have the latest version of the app installed on your device.

How to enable Cobrowse on TurboTax App?

To enable Cobrowse on the TurboTax App, follow these steps:

1. Open the TurboTax App on your device.
2. Tap the Menu icon in the top left corner of the screen.
3. Tap Settings.
4. Tap Cobrowse.
5. Toggle the Cobrowse switch to On.

Once Cobrowse is enabled, you can start a cobrowse session by tapping the Cobrowse button in the toolbar. You’ll then be prompted to share your screen with the TurboTax Live agent.

Benefits of using Cobrowse

There are a number of benefits to using Cobrowse with TurboTax Live, including:

  • Expert help: TurboTax Live agents are certified tax professionals who can help you with any questions you have about your taxes.
  • Real-time assistance: Cobrowse allows you to interact with the TurboTax Live agent in real time, so you can get help as you need it.
  • Peace of mind: Knowing that you have access to expert help can give you peace of mind as you prepare your taxes.

If you’re struggling with your taxes, Cobrowse can be a valuable resource. By enabling Cobrowse on the TurboTax App, you can get the help you need to file your taxes correctly and on time.

Cobrowse is a powerful tool that can help you with your taxes. By enabling Cobrowse on the TurboTax App, you can get the help you need to file your taxes correctly and on time.

How to use Cobrowse on Turbotax App?

Cobrowse is a tool that allows you to share your screen with a TurboTax Live agent so that they can help you with your taxes. To use Cobrowse, follow these steps:

1. Open the TurboTax Live app on your device.
2. Click the “Help” tab at the bottom of the screen.
3. Click the “Cobrowse” button.
4. Enter the agent’s ID and click the “Connect” button.
5. The agent will be able to see your screen and help you with your taxes.

You can also use Cobrowse to share your screen with a friend or family member who is helping you with your taxes. To do this, simply follow the steps above, but enter the other person’s ID instead of the agent’s ID.

What are the benefits of using Cobrowse on Turbotax App?

There are several benefits to using Cobrowse on the TurboTax App, including:

  • Expert assistance: You can get help from a TurboTax Live agent who can answer your questions and help you with your taxes.
  • Real-time assistance: The agent can see your screen and help you in real time.
  • Convenience: You can use Cobrowse from anywhere with an internet connection.
  • Security: Cobrowse is a secure way to share your screen with a TurboTax Live agent.

If you need help with your taxes, Cobrowse is a great way to get expert assistance from a TurboTax Live agent. You can use Cobrowse from anywhere with an internet connection, and it’s a secure way to share your screen with an agent.

Cobrowse is a powerful tool that can help you get the most out of TurboTax Live. By using Cobrowse, you can get expert assistance from a TurboTax Live agent, get help in real time, and share your screen securely.

How do I cobrowse on the TurboTax app?

To cobrowse on the TurboTax app, you can follow these steps:

1. Open the TurboTax app on your device.
2. Tap the “Cobrowse” button in the top right corner of the screen.
3. Enter the email address of the person you want to cobrowse with.
4. Tap the “Send” button.
5. The person you invited will receive an email with a link to join your cobrowse session.
6. Once the person has joined your cobrowse session, you can both view and edit your tax return together.

What can I do while cobrowsing?

While cobrowsing, you can:

  • View and edit your tax return together.
  • Ask each other questions about your taxes.
  • Share tips and advice.
  • Work together to complete your tax return.

How do I end a cobrowse session?

To end a cobrowse session, you can follow these steps:

1. Tap the “Cobrowse” button in the top right corner of the screen.
2. Tap the “End Cobrowse” button.
3. Tap the “Confirm” button.

Once you have ended the cobrowse session, you will no longer be able to view or edit your tax return with the other person.

Can I cobrowse with more than one person?

No, you can only cobrowse with one person at a time.

Can I cobrowse on a mobile device?

Yes, you can cobrowse on a mobile device. However, you may have a better experience cobrowsing on a computer.

Can I cobrowse with someone who is using a different type of device?

Yes, you can cobrowse with someone who is using a different type of device. However, you may have a better experience cobrowsing with someone who is using the same type of device as you.

co-browsing on the TurboTax app is a great way to help you and your tax preparer work together on your taxes. It allows you to share your screen with your preparer, so they can see what you’re seeing and help you through the process. You can also chat with your preparer in real time, so you can get answers to your questions as you go. Co-browsing is a great way to make sure your taxes are done correctly and that you get the most out of your refund.

Here are a few key takeaways:

  • Co-browsing on the TurboTax app is a secure way to share your screen with your tax preparer.
  • You can chat with your preparer in real time, so you can get answers to your questions as you go.
  • Co-browsing is a great way to make sure your taxes are done correctly and that you get the most out of your refund.

Author Profile

Carla Denker
Carla Denker
Carla Denker first opened Plastica Store in June of 1996 in Silverlake, Los Angeles and closed in West Hollywood on December 1, 2017. PLASTICA was a boutique filled with unique items from around the world as well as products by local designers, all hand picked by Carla. Although some of the merchandise was literally plastic, we featured items made out of any number of different materials.

Prior to the engaging profile in west3rdstreet.com, the innovative trajectory of Carla Denker and PlasticaStore.com had already captured the attention of prominent publications, each one spotlighting the unique allure and creative vision of the boutique. The acclaim goes back to features in Daily Candy in 2013, TimeOut Los Angeles in 2012, and stretched globally with Allure Korea in 2011. Esteemed columns in LA Times in 2010 and thoughtful pieces in Sunset Magazine in 2009 highlighted the boutique’s distinctive character, while Domino Magazine in 2008 celebrated its design-forward ethos. This press recognition dates back to the earliest days of Plastica, with citations going back as far as 1997, each telling a part of the Plastica story.

After an illustrious run, Plastica transitioned from the tangible to the intangible. While our physical presence concluded in December 2017, our essence endures. Plastica Store has been reborn as a digital haven, continuing to serve a community of discerning thinkers and seekers. Our new mission transcends physical boundaries to embrace a world that is increasingly seeking knowledge and depth.

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