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R
rickkirkman
January 20, 2024
Question

When does the 2023 Tax Checklist show in my QBSE online account?

  • January 20, 2024
  • 1 reply
  • 0 views
I've used QBSE for several years with TurboTax Self Employed online. This year the Tax Checklist is not showing. I cleared cache, logged out and back in, still not there. Are other users seeing the Tax Checklist and able to export data to TurboTax?

1 reply

J
JanbonN
January 20, 2024

Welcome to the Community space, @rickkirkman. Allow me to share some information about the Tax Checklist in QuickBooks Self-Employed (QBSE).

 

The Tax Checklist will be available mid-end of January. You'll receive a notification when it's ready. For more information, check this guide: QuickBooks Self-Employed Annual Tax Guide.

 

After getting the tax checklist, you can now send your data to Turbotax.

 

Return to this thread if you have further questions about your tax checklist. I'm here to help you in any way I can. Have a great day!

R
rickkirkmanAuthor
January 20, 2024

Thanks @JanbonN  that makes sense. I didn’t realize it could go that late into the month. I will cool my jets until I get the notification. I appreciate your response!

S
Shania_C
January 20, 2024

You're most welcome, @Rick11_2. I appreciate your cooperation and I'm glad that my colleague's suggestion was helpful in fixing the Tax Checklist in your QuickBooks Self-Employed online account. If you have any more questions or need guidance regarding payroll or QuickBooks in general, feel free to post back. We'll respond as soon as possible. Have a great rest of the week!

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