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Mar 14, 2024 1:57 AM UTC
Question

What reports are needed for accountant for taxes?

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1 reply

Mar 14, 2024 3:42 AM UTC

Hello there, rtbsjnfl.

 

Thank you for posting in the community. As a small business owner using QuickBooks Online, you may need to provide certain reports to your accountant to prepare for tax season. Specifically, your accountant will likely require the Sales Tax and Payroll category reports. These reports can help ensure that your taxes are prepared accurately and efficiently.

 

I will walk you through the steps:

 

Here's how:

 

  1. Click the Reports.
  2. Choose Standard.
  3. For sales choose the category Sales Tax.
  4. For payroll taxes choose the Payroll.
  5. Lastly for the other reports, you can choose For my Accountant option.

 

I've added this resource to learn more about the common custom reports in QuickBooks Online.

 

If you have any further questions or need assistance with any other aspect of QuickBooks, feel free to let me know.