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Anonymous
Not applicable

I am subscribed to the Self Employed bundle for QuickBooks and Turbo Tax. The instructions for exporting from QBSE say to go to the Tax Checklist - where is that?

 
3 Comments 3
ShiellaGraceA
QuickBooks Team

I am subscribed to the Self Employed bundle for QuickBooks and Turbo Tax. The instructions for exporting from QBSE say to go to the Tax Checklist - where is that?

Thanks for posting, castlemender.

 

The Tax Checklist is found at the upper right-hand side of your page. However, the checklist will be made available anytime this month (January). Let me guide you through where you can find it.

  1. Sign in to QuickBooks Self-Employed.
  2. Go to Tax Checklist at the upper right-hand side.
  3. Select Review final tax summary.
  4. After reviewing the information, click Send to TurboTax at the bottom right of the screen.
  5. Hit It's OK to send my info to send your information to TurboTax.

Please see attached screenshot below.

 

You can check this article for details about sending QBSE tax information to TurboTax.

 

I've also added our page about the complete guide to filing self-employment taxes for your reference.

 

You can always come back to this thread anytime if you have other questions. I'm always here for you. Happy New Year!

 

Anonymous
Not applicable

I am subscribed to the Self Employed bundle for QuickBooks and Turbo Tax. The instructions for exporting from QBSE say to go to the Tax Checklist - where is that?

Hi,

Thank you for the information.  I don't have the Tax Checklist icon on my QBSE.  I think there may be a problem with my account.  I believe I may be registered with my company email ([email address removed]) for QBSE and my personal email for Turbo Tax ([email address removed]) .  Although I have the same Intuit login information for both, perhaps your system isn't aware that they're both part of my subscription.  Could that be the case?

Thanks,

Scott Palfreeman

RCV
QuickBooks Team
QuickBooks Team

I am subscribed to the Self Employed bundle for QuickBooks and Turbo Tax. The instructions for exporting from QBSE say to go to the Tax Checklist - where is that?

Thanks for coming back, castlemender.

 

The Tax Checklist icon is a feature in QuickBooks Self-Employed (QBSE) that helps you prepare all the income, expenses, and deductions for tax filing. This shows once it is available in QBSE regardless of what email address you use when logging in into your account.

 

I have articles here for your guidelines about filing your taxes and sending your tax info to TurboTax Online:

 

Please loop me in by replying to this thread if you need a hand with submitting your taxes. I'll be here to help.

 

 

 

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