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Level 1

Tax Checklist

I'm unable to see a tax checklist tab or button at all. Has it become available yet? It's my first year using self employed tax bundle.

1 Comment 1
QuickBooks Team

Tax Checklist

I want to ensure you can send tax data to TurboTax, COswalt.


The Tax Checklist in QuickBooks Self-Employed (QBSE) will be available to view in mid-January, and you'll receive a notification when it's ready. For more information, check this guide: QuickBooks Self-Employed Annual Tax Guide.


If you can't see this option, let's perform basic troubleshooting. You may have accumulated too much historical data, which can slow down your browsing. Clearing your cache and cookies should resolve this.


First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:


  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N


If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.


If none of this fixes the problem, I'd suggest contacting our QuickBooks Support Team. They have the tools to check the cause and can submit a ticket to our engineering team if necessary.


Additionally, I've added these articles that'll help you prepare and file your taxes with QuickBooks Self-Employed:



Please keep us posted if you need additional assistance exporting your tax checklist. We're always here to help you out. Take care.

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