Setup Tasks

Welcome back to the QuickBooks Community, cfreshwa. I'll be providing details on why you've been prompted to set up tasks like tax info on the Homepage. Then, to ensure the tasks that keep appearing are removed.

If the tax information that appears on the homepage you're referring to is about payroll, it could be that a new employee has been set up in another state. Also, a new tax item has been recorded incorrectly. To fix this, you will need to run a payroll setup so you can review and ensure that payroll data, including employee information and item, are accurately entered.

However, if the task is about sales tax, you can check your sales tax setup to make sure that the details about the goods and services you offer are entered correctly. You can open this article to see further information and how to perform the process: Set up sales tax in QuickBooks Desktop.

Additionally, I also recommend going to the Update QuickBooks Desktop section and checking the recent update that appears if it is about taxes. If there is, you'll have to click the Update Now button and Get updates. This is to keep your software up-to-date so you always have the latest features/fixes and to avoid asking again about setting up tasks.

Here's how:

1. Go to the Help menu and select Update QuickBooks Desktop.
2. Choose the Update Now tab.
3. Select Get Updates to start the download.
4. When the download finishes, restart QuickBooks.
5. When prompted, accept the option to install the new release.

Lastly, you may refer to this article to see various details on how you can set your preferences so you can customize reports in QuickBooks to fit your personal style and business needs: Set report preferences.

Keep me posted about this or if there's anything else I can help you with taxes in QBDT. I'd be happy to offer further assistance, cfreshwa. Have a good one.

@ChristieAnn  

I don't think you answered the customer's question. Not even close.

Hi there, BigRedConsulting.

I appreciate you for sharing comments on the details shared above. With this, I've already updated my response to ensure that it will help with the customer's issues.

Thank you for your reply however it’s not in the desktop version that I’m seeing the message.  It’s online when I’m in the payroll section.  

Not sure why it’s asking me to finish my setup tasks while I’ve been using this program for a very long time. 

Thanks for getting back here in the thread, @cfreshwa.

Thanks for getting back here in the thread, @cfreshwa.Before we proceed with the resolutions, may I know if the Setup tasks in your Payroll section stop you from continuing what you're trying to accomplish in the Payroll section? This way, I'll be able to provide you with a bit of advice on your concern.

You can also attach a screenshot of your reply. This way, I'll be able to understand your situation much better.

Feel free to get back to me anytime here in the Community space. I'll be more than happy to help you get this sorted out. Take care, and have a great weekend!

Feel free to get back to me anytime here in the Community space. I'll be more than happy to help you get this sorted out. Take care, and have a great weekend!