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charlotterandolp
Level 1

QBSE does not give me the option to send my information to turbo tax? Why not? How do I get my information from QBSE to turbo tax if its not allowing me to?

 
1 Comment 1
RhoiceW
QuickBooks Team

QBSE does not give me the option to send my information to turbo tax? Why not? How do I get my information from QBSE to turbo tax if its not allowing me to?

Hi there, Charlotte.

 

Yes, you can send your tax information to TurboTax in QuickBooks Self-Employed (QBSE). I can guide you through the process of sending your information.

 

Ensure to review first your tax checklist before you send it to your TubroTax.

 

Here's how:

 

  1. Sign in to your QBSE.
  2. Select Home.
  3. Click the gear icon next to your name. Then, select Tax checklist link.
  4. Select a task on the list. Finish the tasks on the tax checklist.

 

Then, send your info to TurboTax after you finish the tax checklist,

 

Here's how:

 

  1. Select Download reports and save them to your computer. 
  2. Click Send to TurboTax.
  3. Review your TurboTax sign-in info. When you're ready, select Send to TurboTax.

 

For step three, refer to this link for detailed steps: Send QuickBooks Self-Employed tax info to TurboTax Self-Employed.

 

In addition, refer to these articles to learn how to manage your sales tax in QBSE:

 

 

Get back to this thread if you still have concerns about sending your information to TurboTax in QBSE. I'm always here to help.

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