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Feb 24, 2023 5:07 PM UTC
Question

At the bottom of "review and send", there is no button for "send to turbotax". only "send to accountant". What am I missing?

Original commenter did not share additional details

4 replies

Feb 24, 2023 6:33 PM UTC

Thanks for dropping by the Community, Andy. I am here to give you details and troubleshooting steps about your concern in QuickBooks Self-Employed (QBSE).

 

I know how efficient and effective it is to do your activities in QBSE without challenges. You seem to be utilizing a Self-Employed plan, which is why you don't have the Send to Turbotax button. Please see the screenshot below:

 

 

However, if you are using the Self-Employed Tax Bundle and Self-Employed Live Tax Bundle, I suggest performing some troubleshooting steps to isolate the issue. The system sometimes behaves strangely when the browser is full of outdated pages. Let's begin by signing in to your account in a private window. Here are the keyboard shortcuts:

 

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

 

If you want to upgrade your existing subscription plan in QBSE, feel free to read this article for your reference: Upgrade to the QuickBooks Self-Employed and TurboTax Self-Employed bundle. You can also check out this link to see the features and pricing of the different plans of QBSE.

 

Andy, I always look forward to assisting you in the future. Please return if you require additional help or have queries about managing your QBSE. Have a fantastic day!

 

Mar 15, 2023 6:39 PM UTC

But I DID have the tax bundle, I used it last year. 

Mar 15, 2023 6:55 PM UTC

Looking at my payment history I’m reminded that I did not purchase the bundle last year, but instead paid a one-time fee for TurboTax to file. How can I do that this year?