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March 7, 2024
Question

Not able to submit tax returns where client is filing for the first time and they have middle name. Does anyone have a solution to this?

  • March 7, 2024
  • 1 reply
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1 reply

March 7, 2024

Hi userjuliesoni,

 

Welcome to the Community! QuickBooks is a versatile program that enables you to get your work done faster. I'll be happy to provide some information on submitting tax returns in QuickBooks Online. 

 

One common problem arises from name matching when filing taxes. Ensure that the client’s name in QuickBooks matches exactly what appears on their Social Insurance Number (SIN). This includes the first name, middle name, and last name. If there’s any discrepancy, it could lead to errors during the filing.

 

If you have verified the full name is correct and are still unable to submit the return, I encourage you to contact our support team so they can assist you further with this. Here are our contact details:
 

  • Schedule a Callback or start a Chat: click (?) in the upper right in QuickBooks Online > enter "Contact support" > choose Contact Us > provide a brief summary > select Let's Talk > choose Get a callback or Start a Chat.
  • Social Media: Facebook, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

I'll be one message away if you have any other questions.