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kaiwuzheer-hotma
Level 1

I do not have a tax checklist being shown to me. How do I export my QBSE data to TurboTax without a tax checklist?

I think I completed the checklist without importing because it warned me that I can only import once. I assumed I could come back and export later, but the tax checklist has now disappeared.
4 Comments 4
CharleneMaeF
QuickBooks Team

I do not have a tax checklist being shown to me. How do I export my QBSE data to TurboTax without a tax checklist?

This is unusual, kaiwuzheer.

 

Let me make it up to you by ensuring this gets resolved.

 

The issue in your missing tax checklist could be browser-related. The outdated stored cache can affect the performance of the program.

 

To rectify this, let's access your QuickBooks Self-Employed account via a private window. This is a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts: 

 

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

 

Once signed in, access the tax checklist again. If it works, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks. 

 

In case none of this fixes the problem, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

 

Additionally, I've added these articles that'll help you prepare and file your taxes with QuickBooks Self-Employed:

 

 

Please keep us posted if you need additional assistance exporting your tax checklist. We're always here to help you out.

kaiwuzheer-hotma
Level 1

I do not have a tax checklist being shown to me. How do I export my QBSE data to TurboTax without a tax checklist?

I ended up clearing the form completely on the turbo tax side and started over. The import was failing before, but it worked this time. 

kaiwuzheer-hotma
Level 1

I do not have a tax checklist being shown to me. How do I export my QBSE data to TurboTax without a tax checklist?

I ended up completely clearing the days on the TurboTax side. Although the import was failing before, I tried importing my quick books data and it worked this time. 

gjendras
Level 1

I do not have a tax checklist being shown to me. How do I export my QBSE data to TurboTax without a tax checklist?

I'm glad that worked for YOU, but starting over from scratch will be a horrible option for ME.

I've entered a considerable amount of data manually already.  It required several days worth of work.

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