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March 14, 2021
Question

Who can "see" what's on my QB tax prep documents? Transactions from PayPal downloaded with names of my clients. They should be confidential. What should I do?

  • March 14, 2021
  • 1 reply
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1 reply

Kristine Mae
March 14, 2021

Let me share some information, Farawayamy.

 

We're dependent on what your bank shares with us. The people who can access the account are the ones who can see the information.

 

I'll include this article to help you know more about the tax preparation: QuickBooks Self-Employed annual tax guide.

 

Feel free to get back to us if you have more questions. We'll reply as soon as we can. Keep safe!