TurboTax Toolkit for Employee Engagement
TurboTax makes it easier and more affordable for your employees to prepare and file their tax returns – at a special discount.
Why TurboTax?
TurboTax provides affordable do-it-yourself and assisted tax preparation services. Through Fidelity, they are one option to help employees with preparing and filing their tax return.
- As America's leader in tax preparation, more federal returns are prepared with TurboTax than any other tax preparation provider
- Easy and simplified online experience
- Available for federal returns and all states that require state returns
- A suite of tax preparation products available at different price points to meet employees’ varying complexity needs (from simple for-free file to complex such as real estate investment or small business ownership)
Benefits to Employees
Employees can use TurboTax as one option to prepare their tax returns along with the added benefits of:
- Through Fidelity, discounts of 25% off TurboTax federal products
- Access to TurboTax Expert products for year-round, unlimited tax advice
- Import, upload, or snap a photo of your W-2 to save time
- TurboTax's maximum refund and accurate calculations guarantees
- Access to TurboTax Free Edition for simple tax returns
Benefit to Employers
- Provides employees with access to tax preparation services.
- Discounts on TurboTax of 25% off federal products, courtesy of Fidelity’s negotiated rates
- Appeals to broad employee base to drive employee satisfaction and retention
- No cost to employer
Toolkit for Engaging Employees During Tax Season
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Need support on how to use these resources or want to learn about additional engagement opportunities? Reach out to your Managing Director.