I can share some information about the QBSE Tax checklist, @gary-berglund61-.
The beginning of the filing season for individual tax returns is scheduled for January 29th. The Tax Checklist in QBSE will be accessible from that date onwards. For further details regarding the 2024 filing season dates, please refer to this article by the IRS: 2024 tax filing season.
Once available, here's how to access it:
- Sign in to QuickBooks Self-Employed.
- Select Home and click the select the Tax Checklist link next to your profile (β) icon.
- Click 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.
Here's the QuickBooks Self-Employed annual tax guide to help you prepare for filing your taxes.
Once everything is complete, here's how you can send your info to TurboTax Self-Employed.
I'm always here if you need more information about the Tax Checklist in QuickBooks Self-Employed. Have a great rest of the day!
