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williamjblackjr
February 9, 2024
Question

My Tax checklist disappeared without first allowing me to send data to TurboTax. Any ideas?

  • February 9, 2024
  • 1 reply
  • 6 views
No text available

1 reply

S
SirielJeaBModerator
Moderator
February 9, 2024

I'll assist you in addressing the issue concerning the missing tax checklist in your QuickBooks, William.

 

It's possible that the issue is related to your browser. An outdated stored cache can affect the program's performance. To resolve this, let's open your QuickBooks Self-Employed account via a private window and perform some troubleshooting steps. You can use the following keyboard shortcuts:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

 

Once you have signed in, access the tax checklist again. If it works, we can clear the browser's cache to ensure the program's efficient performance. Alternatively, you can use other supported browsers to ensure the best and most secure experience with QuickBooks.

 

Additionally, I've added these articles that'll help you prepare and file your taxes within the program:

 

 

 Keep me posted if you need additional assistance exporting your tax checklist. I'm always here to help you out. have a good one.

W
williamjblackjrAuthor
February 10, 2024

After signing back in using a private window, I still do not see a tax checklist. I am using Chrome, and I also tried a different browser (Edge). Any other ideas, please? Thank you

A
Archie_B
Level 6
February 10, 2024

Hello there, williamjblackjr

 

I understand the importance of having the Tax checklist, especially in sending your data to Turbotax. Allow me to route you to the right support that can assist you further about this issue.

 

If none of the above steps resolve the issue, I recommend contacting QuickBooks Support directly. They have the necessary tools and resources to troubleshoot this issue further and create a ticket if needed.

 

To reach them:
 

  1. Log in to your QuickBooks Self-Employed company.
  2. Go to Help (?).
  3. Click on Contact Us.
  4. Enter “talk to a human”, then select Continue.
  5. Choose a way to connect:

 

  • Have us call you - Get a call from a support.
  • Chat with us - Start a conversation with a live support.

 

I've also added this link for more topics and relevant articles that you can use as a reference for other tax-related concerns: Taxes

 

Let me know if you still have other invoice concerns. I'll be here to help. Have a wonderful day!

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