Hey there, @dneill. The Tax Checklist in QuickBooks Self-Employed (QBSE) generally becomes available in mid-January, coinciding with the official start of the IRS filing season. Once the feature is live, you’ll likely see a notification banner on your dashboard. You can also find it manually by following these steps: Sign in to QuickBooks Self-Employed.Select Home and click the Tax Checklist link next to the Profile icon.Click a task on the list. This takes you to the task so you can complete your data review.Finish the tasks on the tax checklist. Feel free to reach out if you have any other questions.

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dneill

Question

Does anyone know the date when the tax checklist will be available?

Forum|Forum|7 months ago
January 15, 2026
1 reply
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QuickBooks Self-Employed

Rusimyhr

QuickBooks Team

Hey there, @dneill.

The Tax Checklist in QuickBooks Self-Employed (QBSE) generally becomes available in mid-January, coinciding with the official start of the IRS filing season.

Once the feature is live, you’ll likely see a notification banner on your dashboard. You can also find it manually by following these steps:

Sign in to QuickBooks Self-Employed.
Select Home and click the Tax Checklist link next to the Profile icon.
Click a task on the list. This takes you to the task so you can complete your data review.
Finish the tasks on the tax checklist.

Feel free to reach out if you have any other questions.

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