Learn how to get your self-employed tax info into TurboTax Self-Employed or TurboTax Live.
QuickBooks Self-Employed tracks your self-employed income so you're ready for tax season. When it's time to file, you can export your data directly to TurboTax Self-Employed. This saves time and prevents data entry errors. Here's how to send your info to TurboTax Self-Employed and review everything after you send it.
If you don't use TurboTax, here's how to get your tax reports so you can file with other programs.
Note: If you upgrade to the Tax Bundle or Live Bundle, you can also export to TurboTax Live. Your subscription covers the cost to file your taxes with TurboTax Self-Employed.
Step 1: Review your tax checklist
- Sign in to QuickBooks Self-Employed.
- Select Home.
- Select the Tax checklist link next to your profile⚙ icon.
- Select a task on the list. This takes you to the task so you can finish reviewing your data.
- Finish the tasks on the tax checklist.
Step 2: Send your info to TurboTax
After you finish the tax checklist, follow the links at the bottom:
- Select Download reports and save them to your computer. You may need this info to check certain areas in TurboTax.
- Select Send to TurboTax.
- Review your TurboTax sign-in info. Make sure the email address is the one you use for TurboTax Self-Employed. If it's not, select the link to learn more.
- When you're ready, select Send to TurboTax.
QuickBooks connects to and opens TurboTax. Then select whether you want to send your info to TurboTax Self-Employed or TurboTax Live.
Note: Even if you're using the same sign-in info, you still may need to sign in to TurboTax. If you don't have a TurboTax account, we'll help you create one.
Step 3: Review your info in TurboTax
TurboTax guides you to make sure all of your data imports correctly.
- Select Continue and follow the onscreen steps.
- Answer the basic questions about you and your tax situation.
- Verify your info before moving on to each step.
When you finish answering, TurboTax imports your QuickBooks Self-Employed data.
- Select Let's get started.
- Go to the Income & Expenses tab in TurboTax.
- In the Self-employed income and expenses section, select Review.
Now you can review the data QuickBooks sent to TurboTax. Some of your self-employment info may be incomplete. We recommend you review even if it looks good. Here's why some expenses may not export into TurboTax.
- Follow the onscreen steps to review basic info about your self-employed work and income.
- On the summary page, review the Information we need to confirm section.
- If everything looks good, select Looks good.
- On the next summary page, review your income details and expense categories. Select Review for any section that needs review. If you want to make changes, select Edit.
- If you need to add additional income or expenses, select Add income for this work or Add expenses for this work.
- When you're finished, select Done.
|Important deduction tips
Step 4: Add additional info in TurboTax
QuickBooks Self-Employed tracks most income and expenses related to your self-employed work. There may be some info QuickBooks didn't track or you recorded somewhere else.
Follow the links for detailed steps if you need to enter or review:
- 1099-K Income
- Self-employment health insurance premiums
- Business expenses you didn't track in QuickBooks Self-Employed (Vehicle interest and expenses, other vehicle expenses, home office expenses, interest paid, etc.
Tip: TurboTax should know you're subscribed to the TaxBundle. If you don't follow these steps to send your info to TurboTax, you may be prompted to pay filing fees. Reach out to our support team, we don't want you to pay twice.