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February 21, 2021
Question

What tax forms should I bring to my CPA to get my taxes done?

  • February 21, 2021
  • 1 reply
  • 1 view
No text available

1 reply

Level 9
February 22, 2021

Hello @em24,

 

You can download both of your tax reports so you can bring them to your CPA to get your taxes done. Let me show you how.

  1. Go to Reports.
  2. On your tax reports, select the appropriate tax year in the drop-down menu.
  3. Select View.
  4. Click Download.

Meanwhile. you can also invite your CPA for access in your self-employed profile so you don't have to download any reports. If you wish to do so, you can read through this article for the steps: Invite an accountant to review your accounting in QuickBooks Self-Employed.

 

Additionally, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Self-Employed annual tax guide.

 

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.