How do I transfer my data to Turbo Tax when there is no "Tax Checklist" to click on?

steve-bleymaier · ‎January 02, 2021

Rose-A · ‎January 03, 2021

A warm welcome to the Community, steve-bleymaier.

The "Tax Checklist" in QuickBooks Self-Employed isn't an option for now. Rest assured that this will be made available anytime this January 2021.

In the meantime, you can check this article for the other tasks you can do to prepare your taxes: QuickBooks Self-Employed - Annual taxes guide.

Once you have the option to transfer your data, ensure that both accounts (QBSE and TurboTax) are connected for it to work. Make sure to review the information before you send them to TurboTax.

Here's how:

Sign in to QuickBooks Self-Employed.
1. Start here. Don’t enter any information in TurboTax before you import it.
Select the Tax Checklist.
Select Review final tax summary.
After reviewing the information, select Send to TurboTax in the bottom right of the screen.
Select It's OK to send my info to send your information to TurboTax.

You can refer to this article for the detailed steps and instructions: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

Feel free to post an update in the comments section or if you need further assistance with transferring your data to TurboTax. I'll be here to lend a helping hand. Have a lovely week!

View solution in original post

Rose-A · ‎January 03, 2021

A warm welcome to the Community, steve-bleymaier.

The "Tax Checklist" in QuickBooks Self-Employed isn't an option for now. Rest assured that this will be made available anytime this January 2021.

In the meantime, you can check this article for the other tasks you can do to prepare your taxes: QuickBooks Self-Employed - Annual taxes guide.

Once you have the option to transfer your data, ensure that both accounts (QBSE and TurboTax) are connected for it to work. Make sure to review the information before you send them to TurboTax.

Here's how:

Sign in to QuickBooks Self-Employed.
1. Start here. Don’t enter any information in TurboTax before you import it.
Select the Tax Checklist.
Select Review final tax summary.
After reviewing the information, select Send to TurboTax in the bottom right of the screen.
Select It's OK to send my info to send your information to TurboTax.

You can refer to this article for the detailed steps and instructions: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

Feel free to post an update in the comments section or if you need further assistance with transferring your data to TurboTax. I'll be here to lend a helping hand. Have a lovely week!

Shawn C · ‎April 01, 2021

I do not have a tax checklist option. I am Canadian using the Canadian Self employed quick books and the self employed turbo tax software. How can I import my QB into turbo tax?

Alex M · ‎April 01, 2021

Hi there Shawn C,

Making sure that your taxes are entered correctly is an important part of running your business. QuickBooks Self-Employed is a robust tool that can help you keep track of your total expenses and sales for a year. I can provide some insight.

There is no direct way to connect QuickBooks Self-Employed and TurboTax Self-Employed for the data to transfer over automatically. What I can recommend is going to view and print the reports for your year in QuickBooks Self-Employed in order to have your total sales and expenses enter into TurboTax.

If you need any more information on QuickBooks Self-Employed, feel free to reach out here.

Mariwesty · ‎February 19, 2022

There are 3 months of transactions that did not transfer from my credit card to my QB self employed. From 8/2021 - 11/2021. But 12/2021 did transfer over. How can this be fixed? I tried refreshing and reconnecting my bank

GlinetteC · ‎February 19, 2022

I appreciate the steps you've taken to resolve the issue, Mariwesty.

I'll ensure you can get those missing credit card transactions into QuickBooks Self Employed.

You can manually upload your transactions using a CSV file. Please follow these steps to import a CSV file:

Go to the Profile ⚙ icon and select Imports.
Select Import transactions.
Follow the onscreen steps to upload the CSV file.
Select Import.

When everything is well, you can categorize them.

Come back to our forum for other questions or clarifications with banking or the import process. I'm always here to help. Have a nice day!

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How do I transfer my data to Turbo Tax when there is no "Tax Checklist" to click on?