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chaddavisn
Level 1

Can I upgrade / switch my Self-Employed Tax Bundle to Quickbooks Essentials + TurboTax and then still receive the free federal tax return + 1 state tax return filing?

I've used the bundle for 3 years now and it's a great money-saver since you can use QBSE all year and then import into TurboTax Self-Employed filing with free filings. I want the features of Essentials though and would prefer not to pay full price for QB Essentials + TurboTax Self-Employed next tax season.
1 Comment 1
Angelyn_T
QuickBooks Team

Can I upgrade / switch my Self-Employed Tax Bundle to Quickbooks Essentials + TurboTax and then still receive the free federal tax return + 1 state tax return filing?

Thank you for adding a post here on the Community page, @chaddavisn.

 

Let me provide some information about QuickBooks and the differences between QuickBooks Self-Employed (QBSE) and QuickBooks Online (QBO) Essentials. 

 

QBSE is designed for freelancers or independent contractors and self-employed individuals track their transactions and stay prepared for tax time throughout the year. It creates a complete Schedule C you can import into TurboTax Online Self-Employed to help you file your return quickly and easily.

 

If you need more room to grow, yes, you can move to QuickBooks Online or QuickBooks Desktop. They are designed for business owners (C-corp, S-corp, partnership, or multiperson LLC), not a sole proprietor.

 

Upgrading to QuickBooks Essentials with the TurboTax bundle is currently unavailable. QBO has a different platform in filing taxes different from QBSE. For your guide, check out these articles:

 

I also have these handy articles you can read more when choosing what QuickBooks subscription you need:

 

 

If you want to switch from QBSE to QBO, open this link and follow the detailed instructions provided for your reference.

 

I'm always here to help you with your future concerns, @chaddavisn. Just add a comment below or post again if you have any other questions. Keep safe!

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