Skip to main content
J
jiz316ct
January 3, 2024
Question

Cannot find Tax Checklist or how to export QuickBooks Self-Employed into Turbo Tax for 2023 taxes

  • January 3, 2024
  • 2 replies
  • 0 views
Trying to export Quick Books Self-employment into turbo tax but cannot find any links or instructions how. Only Instructions say to use Tax Checklist on home page and that is not there.

    2 replies

    E
    Erika_K
    January 3, 2024

    I've got the steps to help you export your QuickBooks Self-Employed data into Turbo Tax, jiz3. 

     

    Beforehand, may I know if you're using different login credentials with your QBSE and Turbo Tax account? If yes, that might be the cause why the Tax Checklist option isn't showing on your end.   

     

    The Tax Checklist appears when we sign in to our Turbo Tax account and if we have the same login information for each product. This makes it easy to connect and send your data seamlessly.  

     

    In the meantime, if you need to keep both accounts, there's a workaround. First, we have to pull up a report from your QBSE account. 

     

    Here's how: 

     

    1. Sign in to QuickBooks Self-Employed.
    2. Go to the Reports menu.
    3. Find the Tax details report and select the correct tax year.
    4. Select Download and save the report somewhere you can easily find it.

     

    Second, we manually enter the info in your Turbo Tax account. Perform the steps below: 

     

    1. Open a new browser window and sign in to TurboTax Self-Employed.
    2. Start or resume your tax filing.
    3. When you reach the section about income, use your Tax details report to complete the fields.
    4. Finish filing your taxes.

     

    For more details, visit this article: Send QuickBooks Self-Employed tax data to TurboTax Self-Employed using different sign-in info. 

     

    However, if you want to keep either your existing Turbo Tax account or your QBSE account, we can follow these articles:

     

     

    Once everything is organized appropriately, we can refer to the regular steps to send your data to TurboTax Self-Employed. 

     

    I'm still all ears if you have additional inquiries about exporting data into different Intuit products. Have a good one! 

    J
    jiz316ctAuthor
    January 3, 2024

    Thank you.  I do have the same username and password for both accounts and Tax Chexklist is not appearing in Turbo Tax to import.  

    I have used the import for the past 3 years but currently there is no option to import it. 

     

    K
    KimberlyS
    January 3, 2024

    Hello there, jiz316ct.

     

    Let me share information about the availability of the tax checklist.

     

    The tax checklist will be made available in mid-January. Rest assured, you'll be notified, and you can start reviewing all your outstanding income, expenses, and deductions.

     

    For more information about the general guide to help you prepare your taxes, please visit this page: QuickBooks Self-Employed annual tax guide.

     

    On the other hand, consider scanning these resources for guidance when exporting your data:

     

     

    I'm always here to lend a hand if you need further assistance when importing your tax data from QuickBooks Self-Employed to TurboTax or other related concerns.

    K
    Kartman
    February 10, 2024

    The tax checklist is not showing up in my  QBSE.

     

    Terms & ConditionsAccessibility statement