The Tax Checklistlist Icon is not showing up in my Quickbooks Self Employed Home Screen.

That was unexpected, @Kartman. Let's ensure your Tax checklist Icon is available on your end.

I suspect a browser issue because it frequently behaves erratically when its cache of temporary internet files is full.

To confirm, I'd recommend logging into your QBSE account in an incognito or private window, as this will prevent data from being collected in the cache. You can use the keyboard shortcut keys listed below to access it in your preferred browser:

• Google Chrome, press CTRL+ Shift+N
• Mozilla Firefox: press CTRL+Shift+P
• Internet Explorer: Press CTRL+Shift+P
• Safari: press Command+Shift+N

Check your Tax Checklist icon in your Home screen again and see if it makes a difference. Then, clear your browser's cache to ensure that it functions properly. If private browsing does not work, switch to another supported web browser for the best and most secure QuickBooks experience.

I've got this article as an additional guide when filing your tax forms: QuickBooks Self-Employed Annual Tax Guide.

Let me know if you have more concerns. I'll be there to guide you again.

Having the same issue. I have upgraded and I have no "tax checklist" button. I have done all of the suggestions and it is still not appearing. Is there anything else to resolve this issue?

Hello there, @AAInstalls. 

The reason why you're not seeing the Tax Checklist button is because it's not available yet. Rest assured,  you'll be able to easily access the Tax Checklist button by navigating to the Home page of your QuickBooks Self-Employed (QBSE) account starting from January 15th.

For additional details on filing taxes through QBSE, I recommend checking this article out: QuickBooks Self-Employed annual tax guide.

You might want to learn how QBSE estimates your federal self-employment taxes. Here's an article about it: Automatically estimate your income tax in QuickBooks Self-Employed.
 

If you have any additional questions regarding the Tax Checklist in QBSE, please feel free to post them here in the Community. I'm happy to offer assistance in any way I can. Take care.

Hi.

Is this still the case in 2024? I am looking for the Checklist to the left of the gear icon. It's January 15th. I really want to work on my taxes. Can't do anything because I have to do this first..

Thanks 

Doug

Welcome to the Community space!

I understand the importance of having the Tax checklist button on your QuickBooks Self-Employed. I am here to provide you with some insights into this matter.

Currently, the tax checklist button has yet to be available in QuickBooks Self-Employed. Rest assured that we will notify you when it's ready to help you review any outstanding self-employed income, expenses, and deductions.

Moreover, I'm adding this helpful article as your reference in filing your federal estimated tax payments each quarter: Pay federal estimated quarterly taxes in QuickBooks Self-Employed.

Come back to this post if you have other concerns about taxes in QuickBooks Self-Employed. I'll be here to lend a hand.

I'm having this same issue. It's January 16th and the tax checklist option doesn't show up. I had this issue last year as well and going incognito fixed it but not this time. I also tried using safari and firefox, neither worked.

I can see the challenges and your effort in trying to fix the issue, @kaym2.

Let me share some information about the tax list option that isn't showing in QuickBooks Self-employed (QBSE).

I would like to reiterate what my colleague mentioned above the checklist button will show when it's available in QBSE. You'll be notified once it's ready.

For additional resources, here's an article that goes into detail about making federal tax payments: Pay federal estimated quarterly taxes in QuickBooks Self-Employed.

You can also bookmark this link in your browser for future use: QuickBooks Self-Employed Annual Tax Guide. It outlines the tasks you must complete in the program during the fiscal year.

I'm still all ears if you have additional inquiries about the tax checklist, @kaym2. Have a good one! 

Hello! 

I am having this same issue. My checklist was there yesterday but today it is gone. Incognito window doesn't work in fixing this issue. 

We are delighted to see you in our Community space, @jeffbozos. We appreciate your effort in trying to resolve the QuickBooks Self-Employed (QBSE) Tax Checklist issue. Our goal is to provide customer satisfaction at all times.

Before anything else, please know we understand the urgency of this matter and that this isn't the experience we'd want you to have when using our program. To address this situation, we recommend contacting our Customer Care Team.

Here's how:

1. Go to Help (?) and select Contact Us.
   Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
2. Enter “talk to a human”, then select Continue.
3. Select which way you want to connect with us.
   • Have us call you - Get a call from a support expert.
   • Chat with us - Start a conversation with a support expert.

Kindly refer to the image below for reference:

See this article for more details: Contact QuickBooks Self-Employed Support. Ensure to review their support hours to know when agents are available.

I'll add this article about filing taxes with QBSE: QuickBooks Self-Employed Annual Tax Guide.

Once everything is fine, here's the article that will guide you in exporting your taxes: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed or Live.

Also, categorizing your transactions will ensure that they belong to the correct line of your Schedule C.

I'm always here if you need more information about the Tax Checklist in QuickBooks Self-Employed. Have a great rest of the day!