Learn how to review and update your tax profile in QuickBooks.
As a taxpayer, your tax bracket is based on your self-employed income and any other income. This includes income from working for another employer (what's on your W-2 form).
QuickBooks Self-Employed only tracks your income and expenses from your self-employed work. Since it needs your tax bracket info to calculate your federal estimated quarterly tax payments, you need to fill out a tax profile. This gives QuickBooks your complete tax info so your estimates are accurate.
Fill out your tax profile
When you sign up for QuickBooks Self-Employed, we ask you a few questions. We ask about your filing status, dependents, annual income from your employer (what's on your W-2 form), and more.
This sets up your tax profile. You should update your tax profile once a year, or whenever you have a big life change.
Review and adjust your tax profile
On a web browser
- Select the ⚙ profile icon.
- Select Tax profile.
- In the Tax settings dropdown, select the tax year.
- Enter your info or make changes.
- When you're done, select Save.
On iPhone or iPad (iOS)
- Tap the profile icon.
- Select Tax Profile.
- Select the tax year you want to review.
- Enter your info or make changes.
- When you're done, select Save.
On a phone or tablet with Android
- Tap the menu ≡ icon
- Select your profile.
- Select Tax Profile.
- Select the tax year you want to review.
- Enter your info or your changes.
- When you're done, select the X to save your settings.