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January 18, 2022
Question

Does anyone have access to "Tax checklist?" Or is it not available yet?

  • January 18, 2022
  • 1 reply
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1 reply

January 18, 2022

Thank you for bringing this up, @wlsmith37080.

 

Currently, the tax checklist is unavailable in QuickBooks Self-Employed (QBSE). We're unable to get updates on when the tax checklist option will be available. Intuit will send you a notification once it's accessible.

 

When it comes time to file, you'll be able to export your data to TurboTax by using the Tax checklist link on your Home screen. Make sure you're signed into TurboTax in the same web browser while selecting this option.

 

If you need to familiarize yourself with the year-end reports, you can check this article for more information: QuickBooks Self-Employed annual tax guide

 

You can also read other articles in managing your QuickBooks Self-Employed account on our general help topics page.

 

Please feel free to post here if you have any other questions or concerns. I'll get back to you as soon as possible. Take care!

 

January 19, 2022

Hi, @wlsmith37080.

Hope you’re doing great. I wanted to see how everything is going about the tax checklist option you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!