TurboTax Setup Guide
TurboTax Setup Guide
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Stop Signs
Do not pass this sign without first reading and following the instructions!
PART 1 COMPLETE
2. Copy and paste this link into the Chrome browser window:
https://rebrand.ly/Turbo-Tax-VPN-and-Programs-AutoInstall
5. Click the “WSOL Turbo Tax Setup.exe” file listed in the Recent
Downloads list.
6. If you see a security window for Windows protected your PC, click on
“More Info”.
8. When prompted, if you want to allow changes to your device, click “Yes”.
10. Double click on the “WSOL TurboTax” Chrome icon that was created on
your desktop with the auto install.
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11. Copy and paste this link into the ‘WSOL Intuit’ Chrome browser:
https://intuit.me/whatfix
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PART 2 COMPLETE
2. Click “Connect”.
5. Click “Next”.
8. Click “Next”.
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12. You should now see a ‘QR code’ on your computer screen.
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18. Position your mobile device’s camera over the ‘QR code’ on your
computer screen.
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23. At the same time, you should see a PingID™ notification on your mobile
device. Follow the notification or open PingID™ on your mobile device.
24. From your PingID™ mobile application, swipe the blue “Intuit” button
upwards.
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27. Click the “3 bars” button on the top right corner of the
GlobalProtect window.
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29. Your Google Chrome browser might automatically open the login page.
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37. From your PingID™ mobile application, swipe the blue ‘Intuit’ button
upwards. You should be logged into the Intuit VPN afterwards.
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42. Once connected to the VPN, you may close the Google Chrome
browser tabs that were opened in Steps 3 and 33.
43. Double click on the “WSOL TurboTax” Chrome icon that was created on
your desktop with the auto install.
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48. Close the “Chrome web store” browser tab, then continue
opening “OneLogin”.
49. When you log into OneLogin, you may be on the ‘Frequents’ tab.
PART 3 COMPLETE
2. When the download completes, click the “down arrow” button in the top
right corner of your Google Chrome toolbar.
PART 4 COMPLETE
Note: If you receive a Windows Defender pop-up alert, follow these steps:
DO NOT launch
TurboTax after
installation. Close
the Installer
window instead.
5. Paste this link into your Intuit Chrome browser to download the Activation
Tool: https://link.workingsol.com/TT-Activation-Tool
b. Click “Activate”.
10. When the download completes, click the “down arrow” button in the
top right corner of your Google Chrome toolbar.
11. Click the “Turbotax SRW Repair.exe” file listed in the Recent
Downloads list.
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PART 5 COMPLETE
4. When you log into OneLogin, you may be on the ‘Frequents’ tab.
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14. From your PingID™ mobile application, swipe the blue “Intuit”
button upwards.
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20. You should see a ‘Passkey successfully registered’ message, and then
your name and Intuit Corporate ID in the ‘Beyond Identity’ window.
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23. On the ‘Product Expert Tools’ portal, click the “Slack” icon.
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27. Click the “Skip for now” button at the bottom of the screen, if shown.
28. Click the “person icon” at the bottom left corner of the Slack
chat window.
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30. Close the “Slack” Chrome Browser tab after logging off Slack.
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d
e
c
f
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39. Close the “Salesforce Chrome browser” tab after logging off Salesforce.
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41. Once logged into Amazon Connect ECUI v2 - Americas, click the “door”
icon at the top right of the phone panel.
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43. Click the “3 bars” button in the top left corner of Docebo.
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PART 6 COMPLETE
4. Once TurboTax 2023 has successfully started, you may close it.
5. Once you complete the setup, you are now ready for your test call and
login check. Come to the Onboarding Session so that the Tech Resource
Experts (TRE) can verify that your setup is complete.
• The links for the Onboarding sessions are in your credential email.
PART 7 COMPLETE
IMPORTANT:
Remember to log out of all applications
BEFORE disconnecting from the VPN.
1. Once you are finished with your work, log out of all applications before
disconnecting from the VPN.
2b
2a
PART 8 COMPLETE
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