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jennie-longandfo
Level 1

In QB SE, I get a helpful summary of my quarterly taxes when I click on the pencil under "Projections," (even for past quarters). Is there any way to download just that information and not a full tax year spreadsheet?

 
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MaryLandT
QuickBooks Team

In QB SE, I get a helpful summary of my quarterly taxes when I click on the pencil under "Projections," (even for past quarters). Is there any way to download just that information and not a full tax year spreadsheet?

I'm here to help download your quarterly tax report, jennie-longandfo.

 

While you're unable to download that data under the Projections tab, you can take a screenshot of the area and save it on your Microsoft Word document.

 

If you need to know how the system calculates your quarterly taxes, you can follow these steps:

 

  1. Go to Taxes from the left menu, then Quarterly.
    quarterly taxes.PNG
  2. Click the tax amount for the quarter and the system will explain where it comes from.
    quarterly taxes1.PNG

I’m including some helpful articles that contain detailed information about estimated taxes:

 

 

Let me know if you need anything else with your taxes in QBSE. I'll be right here to help you.

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