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andy-vannesswood
Level 1

At the bottom of "review and send", there is no button for "send to turbotax". only "send to accountant". What am I missing?

 
4 Comments 4
SirielJeaB
QuickBooks Team

At the bottom of "review and send", there is no button for "send to turbotax". only "send to accountant". What am I missing?

Thanks for dropping by the Community, Andy. I am here to give you details and troubleshooting steps about your concern in QuickBooks Self-Employed (QBSE).

 

I know how efficient and effective it is to do your activities in QBSE without challenges. You seem to be utilizing a Self-Employed plan, which is why you don't have the Send to Turbotax button. Please see the screenshot below:

 

 

However, if you are using the Self-Employed Tax Bundle and Self-Employed Live Tax Bundle, I suggest performing some troubleshooting steps to isolate the issue. The system sometimes behaves strangely when the browser is full of outdated pages. Let's begin by signing in to your account in a private window. Here are the keyboard shortcuts:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

 

If you want to upgrade your existing subscription plan in QBSE, feel free to read this article for your reference: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle. You can also check out this link to see the features and pricing of the different plans of QBSE.

 

Andy, I always look forward to assisting you in the future. Please return if you require additional help or have queries about managing your QBSE. Have a fantastic day!

 

andy-vannesswood
Level 1

At the bottom of "review and send", there is no button for "send to turbotax". only "send to accountant". What am I missing?

But I DID have the tax bundle, I used it last year. 

andy-vannesswood
Level 1

At the bottom of "review and send", there is no button for "send to turbotax". only "send to accountant". What am I missing?

Looking at my payment history I’m reminded that I did not purchase the bundle last year, but instead paid a one-time fee for TurboTax to file. How can I do that this year? 

JaeAnnC
QuickBooks Team

At the bottom of "review and send", there is no button for "send to turbotax". only "send to accountant". What am I missing?

Thanks for the update, Andy.

 

Let me show you the steps on how you can resubscribe to the tax bundle in QuickBooks Self-Employed (QBSE).

 

Both apps are included if you upgrade your existing Tax Bundle subscription. If you do your own tax preparation, this can save you time and money. 

 

If you're using a web browser, please follow the steps below to upgrade.

 

  1. Go to the Gear icon and click Billing info.
  2. Look for the TurboTax logo and select Get our Tax Bundle.
  3. Click Subscribe now or Switch Now.
  4. Follow the onscreen steps to add your payment info.
  5. Select Subscribe to bundle.
  6. Click Done when you're ready.

 

If you subscribed from the mobile app, please refer to this article: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle.

 

Moreover, don't worry if you sent your accounting data from QBSE, but it didn't appear in TurboTax. You'll have to perform specific tasks before the export can finish. Here's an article for the troubleshooting steps: Quickbooks-Self Employed data won't transfer to TurboTax Self-Employed.

 

You can visit the Community anytime if you need further assistance resubscribing to the TurboTax bundle. We're here to handle your concerns right away.

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