What all do I need for my CPA for 2023 taxes? And how can I print it off?

Is your CPA using QB Desktop and TurboTax Desktop?

Thank you for dropping by the Community today, jmarkanderson.

I want to ensure you have all the information required for your 2023 taxes. However, I just need to ask more details about your concern.  This will help me provide you with the best possible solution.

May I know if you need to print a specific report? Also, what specific data does your CPA need?

I look forward to your response and working with you again, jmarkanderson. Have a great rest of the day. 

Hello there, Jmark.

Let me share some reports you can run and provide your CPA for the taxes processed last year in QuickBooks Online.

You can generate reports depending on the type of tax you are filing, and the specific information required for your business.

Commonly used reports are Profit and Loss, Balance Sheet, Sales Tax Liability, and Payroll Tax Liability.

I will also recommend consulting your accountant if they need specific details so we can check for available reports in QuickBooks Online.

Here is also a list of reports you can run depending on your subscription: Reports included in your QuickBooks Online subscription.

Here's how you can run a report in QuickBooks Online:

1. Go to Reports.
2. Use the Find Report by name search bar to search for reports by name. You can also browse the list.
3. Select the report to open it.
4. Choose the date period you want to run.

If you want to print a report opened, follow the steps below:

1. Choose Switch to Classic view.
2. Select the Printer icon.
3. Adjust your print settings as needed.
4. Hit Print.

For future reference, I'm adding these articles you can read to help you customize and save the customization reports:

• Customize reports in QuickBooks Online.
• Memorize reports in QuickBooks Online.

Let me know if you have questions about running reports in QuickBooks Online. I'm always here to help. Have a great day.