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January 18, 2024
Question

When will the QBSE tax checklist be available so I can transfer my data to TurboTax?

  • January 18, 2024
  • 1 reply
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2023 Taxes need to be transferred to Turbo Tax

1 reply

MJoy_D
January 18, 2024

I can share some information about the QBSE Tax checklist, @c2computer.

 

According to the IRS, the start of filing season for individual tax returns will be on January 29th. The Tax Checklist in QBSE will be available at that time. Refer to this IRS article for more information about 2024 filing season dates: 2024 tax filing season.

 

Once available, here's how to access it:

 

  1. Sign in to QuickBooks Self-Employed.
  2. Select Home and click the Select the Tax checklist link next to your profile () icon.
  3. Click a task on the list. This takes you to the task so you can finish reviewing your data.
  4. Finish the tasks on the tax checklist.

 

Here's the QuickBooks Self-Employed annual tax guide to help you prepare for filing your taxes. 

 

Once everything is complete, here's how you can send your info to TurboTax Self-Employed.

 

Let me know if you need further information about the tax checklist. I'm always here to answer them for you. Have a great rest of the day!