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kstephy
Level 1

My tax checklist isn't showing up. When can we transfer to Turbotax?

 
3 Comments 3
BettyJaneB
QuickBooks Team

My tax checklist isn't showing up. When can we transfer to Turbotax?

Hello there, @kstephy.

 

The browser's cache can be the reason why the checklist isn't showing up on your QuickBooks Seld-Employed account. To isolate this, I recommend accessing your QuickBooks using a private window.

 

Web-based platforms like QBSE collect cache files (cookies) to save you time, but this can impact processes and cause them to not work. If it works fine, go back to your regular browser and clear its cache. I'm including an article that goes over this in more depth and provides steps for supported browsers: Delete or Disable Cache and Temporary Internet Files in Your Web Browser.

 

You can now start transferring your tax info to TurboTax Online. You can check out this link for your reference: Send your tax info to TurboTax Online.

 

In case your data won't show up after exporting it to TurboTax, I've got here a link that you can rely on about how to handle this type of situation: My QuickBooks Self-Employed data didn't show up in TurboTax Self-Employed.

 

I got you covered if you have any other questions. I'd be happy to help you out. Have a wonderful day!

kstephy
Level 1

My tax checklist isn't showing up. When can we transfer to Turbotax?

Thanks! Cleared my cache and still not showing up. Checked my subscription and I do have the tax bundle. 

JaneD
Moderator

My tax checklist isn't showing up. When can we transfer to Turbotax?

Good day, kstephy.

 

I was able to confirm that the Tax Checklist is currently unavailable until mid of January. You'll be notified in your QuickBooks Self-Employed (QBSE) account once this becomes available.

 

Let me share some of our great resources that will help prepare for your annual tax: 

Keep us posted if you have any other concerns. We'll be around.

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