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Level 1

Can someone please help me get my "tax checklist"?

1 Comment 1

Can someone please help me get my "tax checklist"?

Hello there, biglex42,


I'm here to help get the Tax checklist option in QuickBooks Self-Employed (QBSE).


The normal quarterly estimated tax deadline has been extended in QBSE. The Treasury recently announced tax changes and updates in response to COVID-19. This includes extending the Quarter 1 deadline for Tax Year 2020. Quarterly estimated taxes are now due on July 15, 2020. Check out the latest information on tax deadlines and updates related to COVID-19.


That being said, you should see the Tax checklist button beside your name. See the attached screenshot below for your visual reference.


If not, it could be a browser-related issue. Clearing the browser's cache helps delete the most recent accessed data stored in this window. Thus, causing the Tax checklist option to disappear.


If the option is still not showing up, you may have already sent your tax info to TurboTax. I highly suggest contacting our QuickBooks Self-Employed Support Team so they can verify this. They have the tool to pull up your account privately and check it on their end. 


Just a heads up, we have limited staffing and have reduced support hours to 6 AM-6 PM PT Monday-Friday due to COVID-19. We will resume normal hours as soon as possible.


I've also added this link: QuickBooks Self-Employed annual tax guide to know when to file your returns.


Keep me posted on how this goes. I'm always around whenever you need help. 


Thank you and be safe!

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