TURBOTAX CUSTOMER REVIEWS

TurboTax Business
CD/Download Reviews

Read unbiased reviews from real TurboTax Business CD/Download customers. Maximize
industry-specific tax deductions and prepare tax returns for multiple businesses.

TurboTaxTurboTax Customer Ratings & Reviews
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Select a row below to filter reviews:
Rated 3 out of 5 by from Turbotax Business is not quite up to snuff I use both TurboTax Business and TurboTax Premium Premium has so many excellent features that Business does not. Primarily the ability to download 1099 info. And Business edition efiling is weird - it gave me errors and said I had to fill out other forms but no where in the system does it have instructions on how to fill it out. So I file and cross my fingers that I've done it correctly.
Date published: 2023-03-16
Rated 5 out of 5 by from Highly Intuitive I enjoyed using turbotax. I only once had to go directy to the forms to mark skip tax. That was not part of the dialogue.
Date published: 2023-03-16
Rated 3 out of 5 by from PLEASE PUSH NOTIFY ABOUT UPDATES My return was delayed because an update was done at the last minute. Please add push notifications for the desktop app so that we know when we should update.
Date published: 2023-03-16
Rated 1 out of 5 by from Terrible Produce Very little effort is given to keeping this product updated. Spent 5 hours over 3 days simply trying to change address of Trust and Trustee. Directed by tech support staff for "work around". Same with some 1099 Rs that were received; clunky work around
Date published: 2023-03-16
Rated 2 out of 5 by from Would not transmit second business return to IRS I have been using this product for nearly 20 years. This year, I used the Business version to file for 2 S-Corporations, just like I did last year. The first corporation had no issues. The second would not transmit. Even after getting the experts on the line. Had to file manually, and because of the delays, was late. I'm going to enjoy working with the IRS on that penalty.
Date published: 2023-03-16
Rated 2 out of 5 by from Tax Year '23: Tax prep 7/10, Platform support 2/10 For tax year 2023 Tax prep 7/10 Overall I was able to complete my business taxes and the process was classic TurboTax for most of it. Having the ability to import the prior year's information is a huge time saver. Importing a prior year's TurboTax data makes this very simple (I have not tried importing from another product, not sure if that is supported). This was slightly less enjoyable as there were several instances where I had to manually create or edit forms. There was guidance in the interview though I felt this could have been handled without having me drop into the form. To me, I pay TurboTax so I don't need to look at the form unless I wish to. My California State return for this LLC was having the most trouble. This wasn't even something quirky IMHO, it was basic depreciation of assets worksheets. One thing that may have contributed was, I removed two assets (assets that had been important from prior years) during the interview that I no longer had (no longer on schedule). Also, there was an employment credit form that I was not eligible for that the software insisted I correct and complete. I eventually just deleted the form since I knew it was not something I was eligible for. Platform support 2/10 This is the 7th (out of 8 years) I've used TurboTax Business. In my business I only have Apple / macOS based computers. I've had to acquire several versions of Windows (to keep up with supported versions), install and Microsoft Windows setup solely to use this software. Currently the only online version from Intuit I could find either did not provide the features I need, or required included "expert preparation," which I did not want to use (or pay for). What is the point of DIY if required to have assistance from "an expert?" In terms of platform support, the online capability is not important for me, but as a Mac user and business owner I expect to have TurboTax Business available on the Mac. I've looked for it for 8 years, and for some reason Intuit may not think there's a business there. Not sure why, maybe I'm wrong. As a technologist, I don't believe it would be technically difficult to bring TT Business to the Mac since Intuit already offers product lines on the Mac including the personal and home editions of TurboTax, and Quickbooks. If there were the web-based quivalent for TT Business, this would provide the availability for all platforms, including even the Linux Desktop users. For myself (and I assume many other DIY business users), having a Mac version of TurboTax Business would provide a significant value as I would not need to maintain a Windows environment.
Date published: 2023-03-16
Rated 3 out of 5 by from Needs some tweaking For the most part, the TurboTax Business edition works great. However, there are two things that I think need improvement. First, the K-1s did not print out the Statement A to support the I-STMT in box 14. Secondly, there needs to be a better step-by-step for the QBI information. It's confusing and doesn't flow through the forms very well.
Date published: 2023-03-16
Rated 5 out of 5 by from Turbotax was so easy to use! Really enjoyed using TurboTax, very quick and efficient.
Date published: 2023-03-16
Rated 4 out of 5 by from TT Business needs to be able to import financials TT Business worked well for my trusts, but it really needs the ability to import financial data from institutions. TT Home & Business has the ability - why not Business?????
Date published: 2023-03-16
Rated 3 out of 5 by from The TurboTax Trust program is difficult to use Although the Internal Revenue Code gives options on how to calculate Distributable Net Income (DNI) - such as permitting the Trustee to treat all or a portion of capital gains as DNI if the trust document permits it - there needs to be a more user-friendly way to change the default provisions built into the program which start with capital gains being distributed either 50/50 between trust and beneficiaries or all to the trust, causing the trust to pay income tax when the trust intends to pass all the capital gains to the beneficiary for the beneficiary to pay the tax. There are no instructions on how to do this and my call to the live "help" person went to a person who had no idea how a 1041 works or the options of the trustee. She was useless. Without going into the program deep enough to be able to change the percentages, the program produces the wrong tax result. There must be a better way
Date published: 2023-03-16
TurboTax® Business CD or Download Reviews - Page 12
TurboTaxTurboTax Customer Ratings & Reviews
Narrow your results
Select all that apply to find reviewers similar to you.
Own a business
Student
Select a row below to filter reviews:
Rated 3 out of 5 by from Turbotax Business is not quite up to snuff I use both TurboTax Business and TurboTax Premium Premium has so many excellent features that Business does not. Primarily the ability to download 1099 info. And Business edition efiling is weird - it gave me errors and said I had to fill out other forms but no where in the system does it have instructions on how to fill it out. So I file and cross my fingers that I've done it correctly.
Date published: 2023-03-16
Rated 5 out of 5 by from Highly Intuitive I enjoyed using turbotax. I only once had to go directy to the forms to mark skip tax. That was not part of the dialogue.
Date published: 2023-03-16
Rated 3 out of 5 by from PLEASE PUSH NOTIFY ABOUT UPDATES My return was delayed because an update was done at the last minute. Please add push notifications for the desktop app so that we know when we should update.
Date published: 2023-03-16
Rated 1 out of 5 by from Terrible Produce Very little effort is given to keeping this product updated. Spent 5 hours over 3 days simply trying to change address of Trust and Trustee. Directed by tech support staff for "work around". Same with some 1099 Rs that were received; clunky work around
Date published: 2023-03-16
Rated 2 out of 5 by from Would not transmit second business return to IRS I have been using this product for nearly 20 years. This year, I used the Business version to file for 2 S-Corporations, just like I did last year. The first corporation had no issues. The second would not transmit. Even after getting the experts on the line. Had to file manually, and because of the delays, was late. I'm going to enjoy working with the IRS on that penalty.
Date published: 2023-03-16
Rated 2 out of 5 by from Tax Year '23: Tax prep 7/10, Platform support 2/10 For tax year 2023 Tax prep 7/10 Overall I was able to complete my business taxes and the process was classic TurboTax for most of it. Having the ability to import the prior year's information is a huge time saver. Importing a prior year's TurboTax data makes this very simple (I have not tried importing from another product, not sure if that is supported). This was slightly less enjoyable as there were several instances where I had to manually create or edit forms. There was guidance in the interview though I felt this could have been handled without having me drop into the form. To me, I pay TurboTax so I don't need to look at the form unless I wish to. My California State return for this LLC was having the most trouble. This wasn't even something quirky IMHO, it was basic depreciation of assets worksheets. One thing that may have contributed was, I removed two assets (assets that had been important from prior years) during the interview that I no longer had (no longer on schedule). Also, there was an employment credit form that I was not eligible for that the software insisted I correct and complete. I eventually just deleted the form since I knew it was not something I was eligible for. Platform support 2/10 This is the 7th (out of 8 years) I've used TurboTax Business. In my business I only have Apple / macOS based computers. I've had to acquire several versions of Windows (to keep up with supported versions), install and Microsoft Windows setup solely to use this software. Currently the only online version from Intuit I could find either did not provide the features I need, or required included "expert preparation," which I did not want to use (or pay for). What is the point of DIY if required to have assistance from "an expert?" In terms of platform support, the online capability is not important for me, but as a Mac user and business owner I expect to have TurboTax Business available on the Mac. I've looked for it for 8 years, and for some reason Intuit may not think there's a business there. Not sure why, maybe I'm wrong. As a technologist, I don't believe it would be technically difficult to bring TT Business to the Mac since Intuit already offers product lines on the Mac including the personal and home editions of TurboTax, and Quickbooks. If there were the web-based quivalent for TT Business, this would provide the availability for all platforms, including even the Linux Desktop users. For myself (and I assume many other DIY business users), having a Mac version of TurboTax Business would provide a significant value as I would not need to maintain a Windows environment.
Date published: 2023-03-16
Rated 3 out of 5 by from Needs some tweaking For the most part, the TurboTax Business edition works great. However, there are two things that I think need improvement. First, the K-1s did not print out the Statement A to support the I-STMT in box 14. Secondly, there needs to be a better step-by-step for the QBI information. It's confusing and doesn't flow through the forms very well.
Date published: 2023-03-16
Rated 5 out of 5 by from Turbotax was so easy to use! Really enjoyed using TurboTax, very quick and efficient.
Date published: 2023-03-16
Rated 4 out of 5 by from TT Business needs to be able to import financials TT Business worked well for my trusts, but it really needs the ability to import financial data from institutions. TT Home & Business has the ability - why not Business?????
Date published: 2023-03-16
Rated 3 out of 5 by from The TurboTax Trust program is difficult to use Although the Internal Revenue Code gives options on how to calculate Distributable Net Income (DNI) - such as permitting the Trustee to treat all or a portion of capital gains as DNI if the trust document permits it - there needs to be a more user-friendly way to change the default provisions built into the program which start with capital gains being distributed either 50/50 between trust and beneficiaries or all to the trust, causing the trust to pay income tax when the trust intends to pass all the capital gains to the beneficiary for the beneficiary to pay the tax. There are no instructions on how to do this and my call to the live "help" person went to a person who had no idea how a 1041 works or the options of the trustee. She was useless. Without going into the program deep enough to be able to change the percentages, the program produces the wrong tax result. There must be a better way
Date published: 2023-03-16
TurboTax® Business CD or Download Reviews - Page 12