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February 10, 2024
Question

Tax checklist not showing up in QBSE

  • February 10, 2024
  • 1 reply
  • 5 views

The Tax checklist not showing up in Quickbooks Self Employed. Anyone been able to fix this?

1 reply

Level 9
February 11, 2024

Hello there, Kartman.

 

Please know that the Tax Checklist option has been available in QuickBooks Self-Employed (QBSE) since mid-January. You are generally notified when it is ready. Let me route you to the right team to assist you further on this matter so you can send your tax data.

 

Since you still can't see the said option, I recommend contacting our QuickBooks Self-Employed Support Team. They use specific tools to allow you to view the Tax Checklist feature so you're able to export your data to TurboTax. Then, assist you in preparing and filing your self-employed taxes. 

 

Here's how:

 

  1. From your QBSE company, go to the Assistant tab.
  2. Enter your concern about the Tax Checklist option.
  3. Choose the way to connect to the support.

 

You can also refer to this article to ensure you'll be assisted immediately: Contact QuickBooks Self-Employed Support.

 

In case you need an outline of how QBSE helps you record your self-employed income and expenses, track mileage, and prepare your Schedule C tax form, you can read this article: Overview of QuickBooks Self-Employed.

 

Feel free to post back if you have more concerns with the tax checklist. I'm always here to help you out, Kartman. Take care!