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g_rollins
Level 1

I don't see the Tax Checklist or the ability to send data to TurboTax.

 
Solved
Best answer January 16, 2022

Best Answers
FritzF
Moderator

I don't see the Tax Checklist or the ability to send data to TurboTax.

Greetings, @g_rollins.

 

Good to have you here in the Community. I'm here to share information about the Tax Checklist in QuickBooks Self-Employed (QBSE).

 

The tax checklist will be available in mid-January. Intuit will send you a notification once it's accessible. When it comes time to file, you'll be able to export your data to TurboTax by using the Tax checklist link on your Home screen. Make sure you're signed into TurboTax in the same web browser while selecting this option.

 

If your sign-in credentials are different for both accounts, you'll want to follow an appropriate process in this article: Send QuickBooks Self-Employed (QBSE) tax info to TurboTax. This ensures that your information will be sent to the correct account.

 

For more resources about working with taxes in QBSE, you can visit our website. Here's the link: QBSE self-help articles.

 

Please leave a comment in this thread if you have additional questions about taxes or anything else. I'll be around to assist. Take care always.

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4 Comments 4
FritzF
Moderator

I don't see the Tax Checklist or the ability to send data to TurboTax.

Greetings, @g_rollins.

 

Good to have you here in the Community. I'm here to share information about the Tax Checklist in QuickBooks Self-Employed (QBSE).

 

The tax checklist will be available in mid-January. Intuit will send you a notification once it's accessible. When it comes time to file, you'll be able to export your data to TurboTax by using the Tax checklist link on your Home screen. Make sure you're signed into TurboTax in the same web browser while selecting this option.

 

If your sign-in credentials are different for both accounts, you'll want to follow an appropriate process in this article: Send QuickBooks Self-Employed (QBSE) tax info to TurboTax. This ensures that your information will be sent to the correct account.

 

For more resources about working with taxes in QBSE, you can visit our website. Here's the link: QBSE self-help articles.

 

Please leave a comment in this thread if you have additional questions about taxes or anything else. I'll be around to assist. Take care always.

g_rollins
Level 1

I don't see the Tax Checklist or the ability to send data to TurboTax.

Very helpful - Thanks!

pnp11
Level 2

I don't see the Tax Checklist or the ability to send data to TurboTax.

I need some help. The tax checklist no longer appears for me. I've cleared my cache, tried other browsers (Safari and Chrome) and private windows in both. 

 

Unlike the user above, I'm writing this near tax time. 

 

 

Kartman
Level 1

I don't see the Tax Checklist or the ability to send data to TurboTax.

I had this same problem the last two years. Quickbooks has been terrible at responding and resolving it. 

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