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Send your QuickBooks Self-Employed info to your accountant

Learn how to share reports and other tax info.

Do you work with an accountant or tax preparer to file your taxes? You can send your QuickBooks Self-Employed info in a few ways.

Tip: Here's how to review your quarterly and annual tax info before you send it.

Give your accountant access to your books

If your accountant uses QuickBooks Online Accountant, you can invite them to review your books. This lets them access everything, including your reports.

Send copies of your reports

  1. In QuickBooks Self-Employed, go to the Reports menu.
  2. Find the report you want to download.
  3. Select the time period or tax year from the dropdown.
  4. Select View or Download.
  5. Select the arrow icon ▼ and then the Print or Download.

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